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
1601
$1.03M ﹤0.01%
5,372
+3,176
1602
$1.03M ﹤0.01%
43,375
+8,125
1603
$1.03M ﹤0.01%
8,920
+3,364
1604
$1.03M ﹤0.01%
15,690
+1,817
1605
$1.02M ﹤0.01%
27,158
+7,551
1606
$1.02M ﹤0.01%
14,337
+140
1607
$1.02M ﹤0.01%
26,803
-4,502
1608
$1.02M ﹤0.01%
22,436
-6,330
1609
$1.02M ﹤0.01%
92,823
+2,608
1610
$1.02M ﹤0.01%
52,384
-29,653
1611
$1.02M ﹤0.01%
18,081
-247
1612
$1.01M ﹤0.01%
13,715
+1,740
1613
$1.01M ﹤0.01%
15,000
1614
$1.01M ﹤0.01%
15,974
+537
1615
$1.01M ﹤0.01%
68,402
+12,891
1616
$1M ﹤0.01%
10,363
+1,548
1617
$1M ﹤0.01%
33,680
+9,768
1618
$999K ﹤0.01%
38,656
-200
1619
$999K ﹤0.01%
71,776
-1,201
1620
$998K ﹤0.01%
27,281
-2,689
1621
$996K ﹤0.01%
13,953
-681
1622
$994K ﹤0.01%
+61,616
1623
$994K ﹤0.01%
34,000
1624
$992K ﹤0.01%
55,215
-9,584
1625
$990K ﹤0.01%
15,149
-5,400
63 64
65
66 67