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
1751
$780K ﹤0.01%
16,371
-129
1752
$780K ﹤0.01%
16,953
+1,230
1753
$779K ﹤0.01%
19,348
-309
1754
$778K ﹤0.01%
15,560
-3,509
1755
$778K ﹤0.01%
11,156
-4,181
1756
$777K ﹤0.01%
3,572
-1,798
1757
$774K ﹤0.01%
26,872
-2,225
1758
$772K ﹤0.01%
+29,085
1759
$772K ﹤0.01%
12,801
+1,840
1760
$772K ﹤0.01%
23,100
1761
$771K ﹤0.01%
37,236
+5,087
1762
$771K ﹤0.01%
33,826
+5,993
1763
$769K ﹤0.01%
127,985
-32,415
1764
$768K ﹤0.01%
10,927
+471
1765
$765K ﹤0.01%
15,672
-1,185
1766
$765K ﹤0.01%
18,422
-6,931
1767
$763K ﹤0.01%
69,197
-1,000
1768
$763K ﹤0.01%
21,132
+100
1769
$762K ﹤0.01%
17,521
+453
1770
$756K ﹤0.01%
3,036
-462
1771
$756K ﹤0.01%
19,111
-2,003
1772
$756K ﹤0.01%
11,682
-474
1773
$754K ﹤0.01%
12,348
+1,128
1774
$754K ﹤0.01%
16,624
+1,556
1775
$752K ﹤0.01%
11,752
-3,943
69 70
71
72 73