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
1301
$1.95M ﹤0.01%
21,943
-104,527
1302
$1.94M ﹤0.01%
24,973
-3,959
1303
$1.93M ﹤0.01%
23,572
+666
1304
$1.93M ﹤0.01%
50,125
+2,090
1305
$1.93M ﹤0.01%
63,840
-950
1306
$1.93M ﹤0.01%
+5,900
1307
$1.93M ﹤0.01%
21,199
+995
1308
$1.92M ﹤0.01%
82,258
-21,742
1309
$1.92M ﹤0.01%
70,700
-10,729
1310
$1.92M ﹤0.01%
36,702
-12,942
1311
$1.91M ﹤0.01%
24,736
-40,284
1312
$1.91M ﹤0.01%
19,102
-637
1313
$1.9M ﹤0.01%
669,613
-2,685
1314
$1.9M ﹤0.01%
81,643
1315
$1.89M ﹤0.01%
+24,072
1316
$1.89M ﹤0.01%
72,154
-2,390
1317
$1.89M ﹤0.01%
92,543
+85,569
1318
$1.87M ﹤0.01%
47,828
+318
1319
$1.87M ﹤0.01%
72,491
+5,057
1320
$1.86M ﹤0.01%
76,727
-28,529
1321
$1.86M ﹤0.01%
33,972
-193
1322
$1.86M ﹤0.01%
42,356
+5,455
1323
$1.86M ﹤0.01%
25,861
-4,535
1324
$1.85M ﹤0.01%
29,263
-2,298
1325
$1.85M ﹤0.01%
28,227
-699
51 52
53
54 55