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
1551
$1.14M ﹤0.01%
80,686
-14,263
1552
$1.13M ﹤0.01%
82,969
-10,577
1553
$1.13M ﹤0.01%
12,513
1554
$1.13M ﹤0.01%
10,499
+43
1555
$1.13M ﹤0.01%
35,652
1556
$1.12M ﹤0.01%
23,026
-2,671
1557
$1.12M ﹤0.01%
74,392
+1,094
1558
$1.12M ﹤0.01%
39,526
-21,288
1559
$1.12M ﹤0.01%
73,413
+6,273
1560
$1.12M ﹤0.01%
11,800
-15,690
1561
$1.11M ﹤0.01%
20,810
-47,656
1562
$1.11M ﹤0.01%
19,160
-1,665
1563
$1.11M ﹤0.01%
62,269
-7,354
1564
$1.11M ﹤0.01%
14,266
+11,491
1565
$1.1M ﹤0.01%
44,266
+1,847
1566
$1.1M ﹤0.01%
54,622
-5,795
1567
$1.1M ﹤0.01%
9,895
+1,065
1568
$1.1M ﹤0.01%
21,601
1569
$1.09M ﹤0.01%
24,442
+18,820
1570
$1.09M ﹤0.01%
14,137
-2,267
1571
$1.08M ﹤0.01%
9,867
-871
1572
$1.08M ﹤0.01%
42,141
-4,263
1573
$1.08M ﹤0.01%
76,685
+48,351
1574
$1.08M ﹤0.01%
39,491
+992
1575
$1.08M ﹤0.01%
4,807
-1,417
61 62
63
64 65