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
1701
$854K ﹤0.01%
10,017
+46
1702
$853K ﹤0.01%
36,287
+2,246
1703
$852K ﹤0.01%
28,629
+13,332
1704
$851K ﹤0.01%
23,405
-3,489
1705
$851K ﹤0.01%
+31,075
1706
$847K ﹤0.01%
1,346
+1
1707
$846K ﹤0.01%
3,563
+519
1708
$845K ﹤0.01%
17,478
+703
1709
$843K ﹤0.01%
150,000
-5,000
1710
$841K ﹤0.01%
18,680
-121
1711
$838K ﹤0.01%
50,531
+9,365
1712
$838K ﹤0.01%
20,406
-54,849
1713
$836K ﹤0.01%
23,550
+1,000
1714
$835K ﹤0.01%
23,632
1715
$833K ﹤0.01%
+28,889
1716
$832K ﹤0.01%
37,626
-9,551
1717
$829K ﹤0.01%
+28,378
1718
$829K ﹤0.01%
31,713
-128
1719
$827K ﹤0.01%
39,213
-120,409
1720
$823K ﹤0.01%
14,693
1721
$821K ﹤0.01%
30,396
-361
1722
$821K ﹤0.01%
18,533
-1,974
1723
$821K ﹤0.01%
87,924
+10,377
1724
$820K ﹤0.01%
27,025
+18,783
1725
$819K ﹤0.01%
321,232
+119,560
67 68
69
70 71