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
1801
$713K ﹤0.01%
31,388
-10,921
1802
$713K ﹤0.01%
1,983
-524
1803
$712K ﹤0.01%
41,626
+9,876
1804
$710K ﹤0.01%
20,637
+3,090
1805
$709K ﹤0.01%
33,849
-2,485
1806
$709K ﹤0.01%
23,516
-1,300
1807
$708K ﹤0.01%
6,983
+1,436
1808
$708K ﹤0.01%
9,559
-69
1809
$707K ﹤0.01%
7,061
-5,543
1810
$706K ﹤0.01%
33,440
+1,504
1811
$705K ﹤0.01%
14,450
-17,514
1812
$704K ﹤0.01%
12,811
+2,173
1813
$701K ﹤0.01%
8,565
1814
$701K ﹤0.01%
+38,152
1815
$699K ﹤0.01%
6,226
+188
1816
$699K ﹤0.01%
3,655
-492
1817
$696K ﹤0.01%
11,379
-411
1818
$695K ﹤0.01%
11,220
1819
$695K ﹤0.01%
+3,556
1820
$688K ﹤0.01%
34,077
+953
1821
$687K ﹤0.01%
20,929
+7,984
1822
$684K ﹤0.01%
10,642
+728
1823
$684K ﹤0.01%
33,508
+9,931
1824
$683K ﹤0.01%
+28,688
1825
$682K ﹤0.01%
3,600
-86
71 72
73
74 75