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
1576
$1.07M ﹤0.01%
97,714
+1,964
1577
$1.07M ﹤0.01%
40,564
+5,697
1578
$1.07M ﹤0.01%
7,792
-844
1579
$1.07M ﹤0.01%
+75,442
1580
$1.07M ﹤0.01%
28,767
-1,062
1581
$1.06M ﹤0.01%
6,425
-1,959
1582
$1.06M ﹤0.01%
1,592
+155
1583
$1.06M ﹤0.01%
19,820
-654
1584
$1.06M ﹤0.01%
+25,333
1585
$1.06M ﹤0.01%
47,527
-11,567
1586
$1.06M ﹤0.01%
7,828
+3,269
1587
$1.05M ﹤0.01%
10,847
-9,688
1588
$1.05M ﹤0.01%
7,547
+74
1589
$1.05M ﹤0.01%
28,648
+54
1590
$1.05M ﹤0.01%
66,382
+17,602
1591
$1.05M ﹤0.01%
22,073
-3,200
1592
$1.05M ﹤0.01%
11,023
+1,518
1593
$1.04M ﹤0.01%
33,340
+1,450
1594
$1.04M ﹤0.01%
77,292
+3,065
1595
$1.04M ﹤0.01%
64,903
+41,561
1596
$1.04M ﹤0.01%
38,685
-612
1597
$1.03M ﹤0.01%
+114,142
1598
$1.03M ﹤0.01%
16,087
+1,423
1599
$1.03M ﹤0.01%
7,511
+130
1600
$1.03M ﹤0.01%
3,757
+16
62 63
64
65 66