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
1376
$1.65M ﹤0.01%
55,760
+7,405
1377
$1.64M ﹤0.01%
20,106
+1,674
1378
$1.64M ﹤0.01%
20,424
+4,631
1379
$1.64M ﹤0.01%
36,843
-791
1380
$1.63M ﹤0.01%
4,778
-1,124
1381
$1.63M ﹤0.01%
31,999
+12,666
1382
$1.63M ﹤0.01%
59,457
-17,928
1383
$1.63M ﹤0.01%
106,485
1384
$1.63M ﹤0.01%
91,769
-7,950
1385
$1.63M ﹤0.01%
18,682
-10
1386
$1.63M ﹤0.01%
29,064
-1,971
1387
$1.62M ﹤0.01%
32,020
-2,099
1388
$1.62M ﹤0.01%
156,328
+5,749
1389
$1.62M ﹤0.01%
65,755
-64
1390
$1.61M ﹤0.01%
472,231
-228,315
1391
$1.6M ﹤0.01%
34,684
-1,175
1392
$1.59M ﹤0.01%
13,467
+1,088
1393
$1.59M ﹤0.01%
76,551
+301
1394
$1.58M ﹤0.01%
7,486
+6,312
1395
$1.58M ﹤0.01%
+26,072
1396
$1.58M ﹤0.01%
52,426
-2,176
1397
$1.57M ﹤0.01%
73,429
+446
1398
$1.56M ﹤0.01%
26,523
-10,707
1399
$1.56M ﹤0.01%
121,189
-21,048
1400
$1.56M ﹤0.01%
73,566
-13,298
54 55
56
57 58