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
1201
$2.4M ﹤0.01%
98,202
+17,016
1202
$2.4M ﹤0.01%
39,775
-121
1203
$2.39M ﹤0.01%
28,910
-858,689
1204
$2.39M ﹤0.01%
26,037
-6,301
1205
$2.39M ﹤0.01%
76,376
-8,705
1206
$2.38M ﹤0.01%
25,178
-23,360
1207
$2.37M ﹤0.01%
36,567
+14,184
1208
$2.37M ﹤0.01%
+46,332
1209
$2.37M ﹤0.01%
32,397
-4,230
1210
$2.36M ﹤0.01%
70,602
+2,416
1211
$2.36M ﹤0.01%
47,198
+6,586
1212
$2.36M ﹤0.01%
+1,630
1213
$2.35M ﹤0.01%
10,362
-1,414
1214
$2.35M ﹤0.01%
215,964
-32,964
1215
$2.35M ﹤0.01%
18,118
-14,635
1216
$2.34M ﹤0.01%
24,369
-10,382
1217
$2.33M ﹤0.01%
52,569
-10,090
1218
$2.33M ﹤0.01%
37,889
+2,811
1219
$2.33M ﹤0.01%
64,513
-464
1220
$2.33M ﹤0.01%
55,447
-3,115
1221
$2.32M ﹤0.01%
+117,090
1222
$2.31M ﹤0.01%
3,638
+143
1223
$2.31M ﹤0.01%
92,085
+57,664
1224
$2.3M ﹤0.01%
79,412
+16,822
1225
$2.3M ﹤0.01%
60,338
+1,379
47 48
49
50 51