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
1651
$937K ﹤0.01%
22,575
+2,524
1652
$935K ﹤0.01%
11,957
-680
1653
$934K ﹤0.01%
16,726
-1,991
1654
$932K ﹤0.01%
67,435
+13,723
1655
$932K ﹤0.01%
44,681
-173
1656
$931K ﹤0.01%
44,802
+344
1657
$925K ﹤0.01%
13,546
-1,291
1658
$925K ﹤0.01%
9,719
-500
1659
$925K ﹤0.01%
8,726
-3,420
1660
$924K ﹤0.01%
25,757
+2,107
1661
$919K ﹤0.01%
27,060
+1,880
1662
$919K ﹤0.01%
25,244
-14,599
1663
$916K ﹤0.01%
13,014
+7,254
1664
$913K ﹤0.01%
15,927
-3,622
1665
$910K ﹤0.01%
67,610
-1,603,666
1666
$909K ﹤0.01%
14,917
-1,618
1667
$908K ﹤0.01%
12,718
-250
1668
$908K ﹤0.01%
58,332
+613
1669
$905K ﹤0.01%
19,898
+10,863
1670
$905K ﹤0.01%
30,775
+1,427
1671
$904K ﹤0.01%
11,085
+209
1672
$903K ﹤0.01%
121,510
-1,330
1673
$902K ﹤0.01%
25,349
-313
1674
$899K ﹤0.01%
16,398
-1,166
1675
$898K ﹤0.01%
15,575
-352
65 66
67
68 69