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
1501
$1.28M ﹤0.01%
6,506
1502
$1.28M ﹤0.01%
58,473
-30,490
1503
$1.27M ﹤0.01%
2,363
+163
1504
$1.27M ﹤0.01%
31,516
-733
1505
$1.26M ﹤0.01%
51,298
+14,528
1506
$1.26M ﹤0.01%
39,893
-4,454
1507
$1.26M ﹤0.01%
40,916
+1,230
1508
$1.25M ﹤0.01%
99,984
+43,498
1509
$1.25M ﹤0.01%
96,252
1510
$1.25M ﹤0.01%
+19,231
1511
$1.24M ﹤0.01%
34,713
+1,793
1512
$1.23M ﹤0.01%
16,337
-8
1513
$1.23M ﹤0.01%
10,483
-4,748
1514
$1.23M ﹤0.01%
22,557
+8,761
1515
$1.22M ﹤0.01%
+50,000
1516
$1.22M ﹤0.01%
83,801
+12,200
1517
$1.22M ﹤0.01%
24,824
+8,166
1518
$1.21M ﹤0.01%
47,414
-18,753
1519
$1.21M ﹤0.01%
127,195
+1,985
1520
$1.21M ﹤0.01%
75,903
-6,012
1521
$1.2M ﹤0.01%
31,355
-342
1522
$1.2M ﹤0.01%
9,224
+1,149
1523
$1.2M ﹤0.01%
28,469
1524
$1.2M ﹤0.01%
10,028
-2,150
1525
$1.2M ﹤0.01%
16,961
+5,058
59 60
61
62 63