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
1451
$1.4M ﹤0.01%
53,962
-211
1452
$1.4M ﹤0.01%
4,833
-4,948
1453
$1.4M ﹤0.01%
43,336
1454
$1.4M ﹤0.01%
5,416
+2,089
1455
$1.39M ﹤0.01%
15,648
+506
1456
$1.39M ﹤0.01%
+36,645
1457
$1.39M ﹤0.01%
35,008
+1,338
1458
$1.39M ﹤0.01%
186,910
-24,233
1459
$1.39M ﹤0.01%
60,621
-5,745
1460
$1.38M ﹤0.01%
26,523
+16,105
1461
$1.38M ﹤0.01%
3,710
+16
1462
$1.38M ﹤0.01%
4,545
+841
1463
$1.38M ﹤0.01%
14,649
-1,025
1464
$1.37M ﹤0.01%
46,416
-472
1465
$1.37M ﹤0.01%
76,298
+574
1466
$1.37M ﹤0.01%
17,607
-52
1467
$1.37M ﹤0.01%
170,862
+35,005
1468
$1.37M ﹤0.01%
23,593
-637
1469
$1.36M ﹤0.01%
44,528
-2,899
1470
$1.36M ﹤0.01%
55,383
+23,560
1471
$1.36M ﹤0.01%
20,447
-11,694
1472
$1.35M ﹤0.01%
29,634
+12,575
1473
$1.35M ﹤0.01%
160,038
+3,759
1474
$1.34M ﹤0.01%
7,896
-5,244
1475
$1.34M ﹤0.01%
45,489
+78
57 58
59
60 61