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
1776
$751K ﹤0.01%
29,954
+11,175
1777
$751K ﹤0.01%
24,703
-8,130
1778
$750K ﹤0.01%
12,659
+8
1779
$749K ﹤0.01%
14,789
-342
1780
$745K ﹤0.01%
9,031
-4
1781
$745K ﹤0.01%
40,684
-15,827
1782
$744K ﹤0.01%
6,800
-158
1783
$743K ﹤0.01%
+45,979
1784
$739K ﹤0.01%
39,503
1785
$738K ﹤0.01%
43,197
-792
1786
$738K ﹤0.01%
11,920
-1,233
1787
$737K ﹤0.01%
1,937
-446
1788
$733K ﹤0.01%
6,638
+22
1789
$731K ﹤0.01%
+9,420
1790
$731K ﹤0.01%
23,281
-2,299
1791
$730K ﹤0.01%
14,591
-59
1792
$729K ﹤0.01%
17,377
-14
1793
$727K ﹤0.01%
27,578
-12,052
1794
$726K ﹤0.01%
18,031
+9,503
1795
$721K ﹤0.01%
14,117
-24,053
1796
$718K ﹤0.01%
8,125
-2,913
1797
$714K ﹤0.01%
24,759
+5,807
1798
$714K ﹤0.01%
+9,434
1799
$713K ﹤0.01%
34,526
-98
1800
$713K ﹤0.01%
31,891
+600
70 71
72
73 74