Truist Financial

Truist Financial Portfolio holdings

AUM $73.8B
1-Year Est. Return 18.51%
This Quarter Est. Return
1 Year Est. Return
+18.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65.4B
AUM Growth
+$4.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,885
New
Increased
Reduced
Closed

Top Buys

1
+$175M
2
+$97.4M
3
+$86.3M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$51.7M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$48M

Top Sells

1
+$90.1M
2
+$71M
3
+$63.6M
4
NTRS icon
Northern Trust
NTRS
+$62.8M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$31.4M

Sector Composition

1 Technology 13.48%
2 Healthcare 9.05%
3 Financials 8.57%
4 Consumer Discretionary 7.23%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$2.48M ﹤0.01%
59,419
-6,128
1177
$2.47M ﹤0.01%
93,872
+4,388
1178
$2.47M ﹤0.01%
253,465
+580
1179
$2.47M ﹤0.01%
42,905
+4,021
1180
$2.47M ﹤0.01%
101,677
-5,094
1181
$2.47M ﹤0.01%
95,450
+17,893
1182
$2.47M ﹤0.01%
73,510
-64,576
1183
$2.46M ﹤0.01%
36,318
-4,340
1184
$2.46M ﹤0.01%
91,282
+683
1185
$2.45M ﹤0.01%
12,461
-911
1186
$2.45M ﹤0.01%
+1,646
1187
$2.45M ﹤0.01%
8,376
+1,370
1188
$2.44M ﹤0.01%
44,244
-18,635
1189
$2.44M ﹤0.01%
359,827
-35,628
1190
$2.44M ﹤0.01%
43,613
+439
1191
$2.44M ﹤0.01%
48,126
-2,782
1192
$2.44M ﹤0.01%
58,812
+3,735
1193
$2.43M ﹤0.01%
111,810
+12,866
1194
$2.42M ﹤0.01%
36,214
-166
1195
$2.42M ﹤0.01%
7,685
+589
1196
$2.41M ﹤0.01%
11,620
+920
1197
$2.41M ﹤0.01%
33,265
+3,561
1198
$2.41M ﹤0.01%
5,787
+870
1199
$2.4M ﹤0.01%
73,707
-2,682
1200
$2.4M ﹤0.01%
130,822
+41,885
46 47
48
49 50