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
126
$117M 0.18%
460,276
+17,146
127
$117M 0.18%
2,101,629
+341,992
128
$116M 0.18%
246,398
-5,032
129
$114M 0.17%
1,956,123
+441,701
130
$112M 0.17%
845,855
-115,446
131
$110M 0.17%
1,313,104
-57,873
132
$110M 0.17%
739,798
-8,233
133
$108M 0.16%
838,374
+2,036
134
$107M 0.16%
1,093,709
+69,391
135
$107M 0.16%
917,274
-76,823
136
$107M 0.16%
874,057
-197,575
137
$106M 0.16%
457,102
+13,558
138
$105M 0.16%
2,154,154
-62,227
139
$105M 0.16%
1,723,993
-121,819
140
$105M 0.16%
384,977
-880
141
$104M 0.16%
1,228,781
+333,352
142
$104M 0.16%
240,647
+7,219
143
$103M 0.16%
1,405,681
-116,099
144
$102M 0.16%
2,167,775
+45,759
145
$99.8M 0.15%
1,550,289
-43,911
146
$99.4M 0.15%
916,446
-40,375
147
$99.4M 0.15%
5,232,018
+190,419
148
$97.1M 0.15%
1,134,677
+3,077
149
$96.9M 0.15%
1,745,644
-44,316
150
$95.9M 0.15%
609,258
+53,550
4 5
6
7 8