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
1326
$1.85M ﹤0.01%
33,083
-2,367
1327
$1.85M ﹤0.01%
21,856
-5,788
1328
$1.84M ﹤0.01%
20,739
-4,953
1329
$1.84M ﹤0.01%
71,645
+2,797
1330
$1.83M ﹤0.01%
805,056
1331
$1.82M ﹤0.01%
9,832
+238
1332
$1.82M ﹤0.01%
120,013
-3,919
1333
$1.82M ﹤0.01%
6,878
-469
1334
$1.82M ﹤0.01%
26,734
+8,688
1335
$1.8M ﹤0.01%
55,213
+16,435
1336
$1.8M ﹤0.01%
38,299
+33,485
1337
$1.8M ﹤0.01%
55,460
-4,680
1338
$1.79M ﹤0.01%
31,055
+407
1339
$1.79M ﹤0.01%
3,789
+286
1340
$1.79M ﹤0.01%
1,327
-3,013
1341
$1.79M ﹤0.01%
29,535
+499
1342
$1.79M ﹤0.01%
35,276
-608
1343
$1.78M ﹤0.01%
19,330
+6,781
1344
$1.78M ﹤0.01%
10,296
+22
1345
$1.78M ﹤0.01%
117,838
+9,923
1346
$1.78M ﹤0.01%
49,156
-26,750
1347
$1.78M ﹤0.01%
8,117
+112
1348
$1.77M ﹤0.01%
18,247
-1,863
1349
$1.77M ﹤0.01%
49,148
+3,100
1350
$1.76M ﹤0.01%
13,672
-129,543
52 53
54
55 56