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
1401
$1.56M ﹤0.01%
13,716
+1,116
1402
$1.55M ﹤0.01%
13,011
-7,968
1403
$1.55M ﹤0.01%
+85,547
1404
$1.55M ﹤0.01%
33,084
-14,026
1405
$1.54M ﹤0.01%
30,119
1406
$1.54M ﹤0.01%
5,581
+2,289
1407
$1.54M ﹤0.01%
67,281
-419
1408
$1.54M ﹤0.01%
21,626
-911
1409
$1.53M ﹤0.01%
12,934
-21,645
1410
$1.53M ﹤0.01%
67,293
+689
1411
$1.53M ﹤0.01%
14,440
+1,745
1412
$1.53M ﹤0.01%
51,955
+1,355
1413
$1.53M ﹤0.01%
60,970
+2,637
1414
$1.52M ﹤0.01%
116,395
-604
1415
$1.52M ﹤0.01%
11,586
-27,459
1416
$1.52M ﹤0.01%
40,919
-4,722
1417
$1.52M ﹤0.01%
10,048
+1,135
1418
$1.52M ﹤0.01%
79,207
-1,077
1419
$1.51M ﹤0.01%
25,112
+752
1420
$1.51M ﹤0.01%
25,459
+2,916
1421
$1.51M ﹤0.01%
99,619
+83,262
1422
$1.5M ﹤0.01%
11,143
+686
1423
$1.5M ﹤0.01%
13,203
-730
1424
$1.5M ﹤0.01%
36,642
-60,291
1425
$1.49M ﹤0.01%
19,437
+3,077
55 56
57
58 59