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
1526
$1.2M ﹤0.01%
6,411
-106
1527
$1.19M ﹤0.01%
14,330
-705
1528
$1.19M ﹤0.01%
6,910
+17
1529
$1.19M ﹤0.01%
69,823
+8,306
1530
$1.18M ﹤0.01%
13,057
+1,196
1531
$1.18M ﹤0.01%
25,533
+17,305
1532
$1.18M ﹤0.01%
38,550
+800
1533
$1.18M ﹤0.01%
17,453
-2,249
1534
$1.17M ﹤0.01%
47,812
+11,142
1535
$1.17M ﹤0.01%
43,935
-8,793
1536
$1.16M ﹤0.01%
21,654
+481
1537
$1.16M ﹤0.01%
16,038
-3,036
1538
$1.16M ﹤0.01%
30,445
+12,128
1539
$1.16M ﹤0.01%
4,123
+241
1540
$1.16M ﹤0.01%
64,592
+9,852
1541
$1.15M ﹤0.01%
23,664
+320
1542
$1.15M ﹤0.01%
82,190
-20,160
1543
$1.15M ﹤0.01%
19,301
+7,267
1544
$1.15M ﹤0.01%
15,854
+3,887
1545
$1.15M ﹤0.01%
5,449
+188
1546
$1.15M ﹤0.01%
26,203
+365
1547
$1.14M ﹤0.01%
16,117
+11,719
1548
$1.14M ﹤0.01%
39,777
+4,603
1549
$1.14M ﹤0.01%
59,579
-671
1550
$1.14M ﹤0.01%
10,792
+313
60 61
62
63 64