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
1226
$2.3M ﹤0.01%
27,844
+2,899
1227
$2.3M ﹤0.01%
28,315
-8,027
1228
$2.29M ﹤0.01%
215,049
+55,614
1229
$2.29M ﹤0.01%
105,113
-129,653
1230
$2.28M ﹤0.01%
125,290
-87,401
1231
$2.27M ﹤0.01%
119,744
-1,758
1232
$2.27M ﹤0.01%
100,198
+3,035
1233
$2.26M ﹤0.01%
9,897
+1,228
1234
$2.25M ﹤0.01%
12,232
-2,486
1235
$2.24M ﹤0.01%
77,870
1236
$2.24M ﹤0.01%
38,044
-755
1237
$2.24M ﹤0.01%
26,101
-150
1238
$2.24M ﹤0.01%
53,190
-8,488
1239
$2.23M ﹤0.01%
73,249
-29,892
1240
$2.22M ﹤0.01%
46,117
-40,035
1241
$2.22M ﹤0.01%
375
-37
1242
$2.21M ﹤0.01%
24,260
+555
1243
$2.21M ﹤0.01%
72,114
+4,497
1244
$2.21M ﹤0.01%
32,729
+12,298
1245
$2.21M ﹤0.01%
44,941
+2,368
1246
$2.21M ﹤0.01%
6,545
+1,726
1247
$2.2M ﹤0.01%
58,612
+34,161
1248
$2.2M ﹤0.01%
87,157
-2,386
1249
$2.2M ﹤0.01%
21,002
+13,589
1250
$2.2M ﹤0.01%
43,251
+2,041
48 49
50
51 52