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
1726
$817K ﹤0.01%
18,814
+10,088
1727
$817K ﹤0.01%
1,525
-778
1728
$817K ﹤0.01%
4,582
+755
1729
$813K ﹤0.01%
6,893
-1,389
1730
$812K ﹤0.01%
6,635
-332
1731
$812K ﹤0.01%
21,476
-19,272
1732
$811K ﹤0.01%
20,205
-111,950
1733
$806K ﹤0.01%
10,591
-160
1734
$804K ﹤0.01%
7,757
-2,216
1735
$803K ﹤0.01%
31,166
-1,800
1736
$803K ﹤0.01%
9,698
-2,977
1737
$801K ﹤0.01%
20,089
-5,212
1738
$800K ﹤0.01%
18,276
+7,525
1739
$795K ﹤0.01%
4,798
-1,421
1740
$795K ﹤0.01%
10,272
-101
1741
$794K ﹤0.01%
17,472
+27
1742
$793K ﹤0.01%
4,439
+383
1743
$792K ﹤0.01%
9,904
+22
1744
$792K ﹤0.01%
34,968
-5,945
1745
$792K ﹤0.01%
17,511
+2,486
1746
$792K ﹤0.01%
37,082
+16,800
1747
$790K ﹤0.01%
9,726
+1,554
1748
$782K ﹤0.01%
10,110
+6,877
1749
$782K ﹤0.01%
22,658
-5,794
1750
$780K ﹤0.01%
12,843
-1,004
68 69
70
71 72