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
1626
$990K ﹤0.01%
50,926
+1,296
1627
$989K ﹤0.01%
39,885
1628
$989K ﹤0.01%
3,718
+639
1629
$988K ﹤0.01%
29,588
+1,561
1630
$986K ﹤0.01%
67,302
-3,806
1631
$985K ﹤0.01%
97,739
+850
1632
$981K ﹤0.01%
31,646
+6,060
1633
$975K ﹤0.01%
66,546
-19,715
1634
$974K ﹤0.01%
33,131
+376
1635
$974K ﹤0.01%
13,705
+3,937
1636
$969K ﹤0.01%
56,943
-88
1637
$969K ﹤0.01%
56,064
-843
1638
$968K ﹤0.01%
55,290
+2,500
1639
$965K ﹤0.01%
+43,348
1640
$959K ﹤0.01%
8,235
-1,303
1641
$958K ﹤0.01%
6,151
+800
1642
$954K ﹤0.01%
35,187
+309
1643
$948K ﹤0.01%
+28,301
1644
$943K ﹤0.01%
17,933
-366
1645
$942K ﹤0.01%
26,815
1646
$942K ﹤0.01%
8,605
+4,015
1647
$942K ﹤0.01%
15,193
+200
1648
$942K ﹤0.01%
20,945
+4,154
1649
$941K ﹤0.01%
30,937
-40
1650
$940K ﹤0.01%
12,515
-2,116
64 65
66
67 68