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
101
$151M 0.23%
1,309,106
+18,528
102
$149M 0.23%
1,427,225
+38,611
103
$148M 0.23%
850,345
-31,807
104
$144M 0.22%
1,650,577
-55,732
105
$143M 0.22%
3,839,002
-27,606
106
$143M 0.22%
4,607,226
+361
107
$143M 0.22%
1,347,033
-59,804
108
$142M 0.22%
1,102,714
+34,230
109
$142M 0.22%
666,405
-7,383
110
$142M 0.22%
1,266,804
+45,255
111
$141M 0.21%
1,637,812
+29,867
112
$140M 0.21%
968,193
-4,275
113
$139M 0.21%
215,997
-20,362
114
$139M 0.21%
539,655
-7,603
115
$136M 0.21%
1,534,114
-34,635
116
$135M 0.21%
594,297
-38,841
117
$134M 0.2%
987,731
+101,376
118
$132M 0.2%
2,456,590
-136,379
119
$131M 0.2%
1,674,651
+520,268
120
$130M 0.2%
623,539
-4,164
121
$124M 0.19%
1,485,150
+24,208
122
$124M 0.19%
1,132,692
+892,087
123
$122M 0.19%
1,660,159
+32,108
124
$120M 0.18%
2,431,410
+6,495
125
$119M 0.18%
544,006
-34,405
3 4
5
6 7