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
1476
$1.34M ﹤0.01%
20,138
-4,897
1477
$1.34M ﹤0.01%
139,827
+378
1478
$1.34M ﹤0.01%
127,213
+75,396
1479
$1.34M ﹤0.01%
12,510
+1,319
1480
$1.33M ﹤0.01%
33,425
+3,897
1481
$1.33M ﹤0.01%
53,032
-9,207
1482
$1.33M ﹤0.01%
24,156
-358
1483
$1.32M ﹤0.01%
56,725
+23,102
1484
$1.32M ﹤0.01%
30,825
+4,079
1485
$1.31M ﹤0.01%
30,151
-63,761
1486
$1.31M ﹤0.01%
3,834
-1,532
1487
$1.31M ﹤0.01%
35,572
+13,376
1488
$1.31M ﹤0.01%
26,603
-30
1489
$1.3M ﹤0.01%
11,559
+1,020
1490
$1.3M ﹤0.01%
+51,833
1491
$1.3M ﹤0.01%
22,626
-6,517
1492
$1.29M ﹤0.01%
68,628
+3,617
1493
$1.29M ﹤0.01%
30,653
-368
1494
$1.29M ﹤0.01%
17,106
-2,929
1495
$1.29M ﹤0.01%
31,989
+282
1496
$1.29M ﹤0.01%
7,595
+992
1497
$1.29M ﹤0.01%
7,802
-155
1498
$1.28M ﹤0.01%
38,696
-276
1499
$1.28M ﹤0.01%
60,650
+11,249
1500
$1.28M ﹤0.01%
15,095
+5,785
58 59
60
61 62