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
1676
$896K ﹤0.01%
28,211
+15,673
1677
$896K ﹤0.01%
8,381
+100
1678
$894K ﹤0.01%
29,219
-3,373
1679
$894K ﹤0.01%
+25,264
1680
$891K ﹤0.01%
8,048
+1,423
1681
$891K ﹤0.01%
+10,260
1682
$890K ﹤0.01%
13,174
+1,090
1683
$889K ﹤0.01%
+124,743
1684
$889K ﹤0.01%
37,992
-3,366
1685
$883K ﹤0.01%
19,875
-2,822
1686
$882K ﹤0.01%
62,316
+29,388
1687
$879K ﹤0.01%
21,142
-292
1688
$875K ﹤0.01%
6,370
+2,634
1689
$875K ﹤0.01%
23,930
-428
1690
$875K ﹤0.01%
9,687
-523
1691
$874K ﹤0.01%
10,364
+114
1692
$873K ﹤0.01%
32,866
-18,145
1693
$865K ﹤0.01%
27,225
-2,074
1694
$863K ﹤0.01%
34,833
-800
1695
$862K ﹤0.01%
19,482
+9,575
1696
$860K ﹤0.01%
46,100
+21,100
1697
$858K ﹤0.01%
20,973
-722
1698
$855K ﹤0.01%
30,271
-887
1699
$855K ﹤0.01%
26,220
-1,647
1700
$855K ﹤0.01%
+13,250
66 67
68
69 70