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
1276
$2.07M ﹤0.01%
97,689
+38,709
1277
$2.04M ﹤0.01%
67,130
-3,340
1278
$2.04M ﹤0.01%
22,523
+901
1279
$2.03M ﹤0.01%
24,267
+653
1280
$2.03M ﹤0.01%
20,164
-15
1281
$2.02M ﹤0.01%
45,613
+2,460
1282
$2.02M ﹤0.01%
5,753
-498
1283
$2.02M ﹤0.01%
18,441
+5,122
1284
$2.02M ﹤0.01%
44,632
+2,186
1285
$2.02M ﹤0.01%
39,486
-1,258
1286
$2.02M ﹤0.01%
52,568
+9,218
1287
$2.02M ﹤0.01%
38,877
-12,952
1288
$2.01M ﹤0.01%
17,042
+2,730
1289
$2.01M ﹤0.01%
4,881
-854
1290
$2M ﹤0.01%
35,896
+3,736
1291
$2M ﹤0.01%
57,643
-10,262
1292
$1.99M ﹤0.01%
41,788
-692
1293
$1.99M ﹤0.01%
22,504
+1,421
1294
$1.99M ﹤0.01%
38,837
-32,424
1295
$1.99M ﹤0.01%
+21,742
1296
$1.98M ﹤0.01%
79,340
-158
1297
$1.98M ﹤0.01%
+23,075
1298
$1.97M ﹤0.01%
29,026
-46,628
1299
$1.96M ﹤0.01%
358,842
-15,083
1300
$1.96M ﹤0.01%
32,345
-3,118
50 51
52
53 54