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
1351
$1.75M ﹤0.01%
36,480
+19
1352
$1.75M ﹤0.01%
624,947
-3,359
1353
$1.75M ﹤0.01%
55,438
-1,501
1354
$1.74M ﹤0.01%
5,955
+237
1355
$1.74M ﹤0.01%
30,675
-4,857
1356
$1.74M ﹤0.01%
18,446
-8,834
1357
$1.74M ﹤0.01%
47,212
-4,807
1358
$1.74M ﹤0.01%
178,841
+49,923
1359
$1.73M ﹤0.01%
78,983
+3,421
1360
$1.71M ﹤0.01%
70,132
+6,845
1361
$1.7M ﹤0.01%
35,867
-749
1362
$1.7M ﹤0.01%
37,548
+1,371
1363
$1.7M ﹤0.01%
+88,257
1364
$1.69M ﹤0.01%
50,463
+1,683
1365
$1.69M ﹤0.01%
34,802
-1,224
1366
$1.69M ﹤0.01%
198,427
-17,371
1367
$1.69M ﹤0.01%
49,164
+10,747
1368
$1.68M ﹤0.01%
34,864
-1,482
1369
$1.68M ﹤0.01%
20,387
+550
1370
$1.67M ﹤0.01%
34,871
+1,702
1371
$1.67M ﹤0.01%
10,839
+586
1372
$1.66M ﹤0.01%
24,432
+1,250
1373
$1.66M ﹤0.01%
42,057
+18,943
1374
$1.65M ﹤0.01%
51,985
+6,450
1375
$1.65M ﹤0.01%
53,772
-10,993
53 54
55
56 57