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
1426
$1.49M ﹤0.01%
16,228
+253
1427
$1.48M ﹤0.01%
43,276
+3,886
1428
$1.48M ﹤0.01%
13,876
+185
1429
$1.48M ﹤0.01%
46,712
-36,677
1430
$1.47M ﹤0.01%
50,800
1431
$1.47M ﹤0.01%
29,802
-5,048
1432
$1.47M ﹤0.01%
57,903
+1,269
1433
$1.47M ﹤0.01%
20,450
-531
1434
$1.46M ﹤0.01%
47,693
-3,000
1435
$1.45M ﹤0.01%
20,877
+907
1436
$1.45M ﹤0.01%
45,482
+27,305
1437
$1.45M ﹤0.01%
8,558
+425
1438
$1.45M ﹤0.01%
27,059
-75
1439
$1.44M ﹤0.01%
+36,048
1440
$1.44M ﹤0.01%
167,742
+139,784
1441
$1.44M ﹤0.01%
149,287
-886
1442
$1.43M ﹤0.01%
27,049
+5
1443
$1.43M ﹤0.01%
16,096
+266
1444
$1.43M ﹤0.01%
13,762
-1,829
1445
$1.43M ﹤0.01%
22,564
+769
1446
$1.42M ﹤0.01%
25,445
-1,652
1447
$1.42M ﹤0.01%
12,256
+7,998
1448
$1.42M ﹤0.01%
38,286
-9,736
1449
$1.41M ﹤0.01%
39,899
+12,211
1450
$1.41M ﹤0.01%
7,907
+694
56 57
58
59 60