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
1826
$682K ﹤0.01%
28,848
-2,987
1827
$681K ﹤0.01%
49,287
-20,855
1828
$679K ﹤0.01%
7,227
+607
1829
$678K ﹤0.01%
+6,501
1830
$677K ﹤0.01%
4,005
+2,395
1831
$677K ﹤0.01%
3,713
+224
1832
$676K ﹤0.01%
16,131
+751
1833
$674K ﹤0.01%
4,330
+401
1834
$673K ﹤0.01%
14,851
1835
$670K ﹤0.01%
7,987
+256
1836
$669K ﹤0.01%
8,097
+9
1837
$669K ﹤0.01%
32,151
-4,361
1838
$669K ﹤0.01%
10,080
1839
$669K ﹤0.01%
23,811
+4,743
1840
$667K ﹤0.01%
61,353
-2,629
1841
$667K ﹤0.01%
11,673
+1,767
1842
$667K ﹤0.01%
9,249
-2,799
1843
$665K ﹤0.01%
15,780
-265
1844
$664K ﹤0.01%
33,984
-819,648
1845
$664K ﹤0.01%
5,421
-1
1846
$662K ﹤0.01%
17,576
-19,195
1847
$662K ﹤0.01%
8,329
+261
1848
$662K ﹤0.01%
28,964
-12,387
1849
$659K ﹤0.01%
6,916
-964
1850
$657K ﹤0.01%
54,175
-850
72 73
74
75 76