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
1251
$2.19M ﹤0.01%
18,883
+825
1252
$2.19M ﹤0.01%
89,324
-5,742
1253
$2.19M ﹤0.01%
113,703
+7,583
1254
$2.18M ﹤0.01%
2,148
-726
1255
$2.17M ﹤0.01%
151,424
+7,999
1256
$2.17M ﹤0.01%
95,440
-1,218
1257
$2.17M ﹤0.01%
10,019
+535
1258
$2.17M ﹤0.01%
221,760
+111,896
1259
$2.16M ﹤0.01%
86,899
+3,392
1260
$2.16M ﹤0.01%
20,015
-1,784
1261
$2.15M ﹤0.01%
25,501
-1,950
1262
$2.15M ﹤0.01%
109,455
-477
1263
$2.15M ﹤0.01%
14,211
+109
1264
$2.13M ﹤0.01%
14,360
-1,981
1265
$2.13M ﹤0.01%
31,531
+11,056
1266
$2.12M ﹤0.01%
81,844
+28,387
1267
$2.12M ﹤0.01%
99,756
-3,095
1268
$2.11M ﹤0.01%
78,386
+29,240
1269
$2.11M ﹤0.01%
37,436
+1,106
1270
$2.1M ﹤0.01%
17,938
-25,033
1271
$2.09M ﹤0.01%
42,677
+2,686
1272
$2.08M ﹤0.01%
80,264
+62,510
1273
$2.08M ﹤0.01%
16,758
-86,489
1274
$2.07M ﹤0.01%
3,919
+893
1275
$2.07M ﹤0.01%
38,306
+762
49 50
51
52 53