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
1851
$655K ﹤0.01%
1,223
-353
1852
$649K ﹤0.01%
137,436
-5,836
1853
$649K ﹤0.01%
2,554
-162
1854
$647K ﹤0.01%
10,530
+1,751
1855
$647K ﹤0.01%
6,209
+322
1856
$644K ﹤0.01%
12,634
+1,198
1857
$643K ﹤0.01%
6,740
-7,221
1858
$640K ﹤0.01%
24,277
+8,625
1859
$640K ﹤0.01%
17,268
+9,589
1860
$640K ﹤0.01%
+22,236
1861
$638K ﹤0.01%
9,956
+3,587
1862
$637K ﹤0.01%
8,695
+355
1863
$636K ﹤0.01%
6,822
+1,646
1864
$634K ﹤0.01%
23,163
+36
1865
$632K ﹤0.01%
19,553
1866
$632K ﹤0.01%
24,007
-614
1867
$632K ﹤0.01%
6,602
-220
1868
$631K ﹤0.01%
9,471
-9,654
1869
$629K ﹤0.01%
8,749
+31
1870
$627K ﹤0.01%
36,031
+5,714
1871
$627K ﹤0.01%
15,060
+1,460
1872
$625K ﹤0.01%
17,956
-691
1873
$624K ﹤0.01%
21,241
+8,369
1874
$624K ﹤0.01%
11,988
-322
1875
$624K ﹤0.01%
35,400
-10,750
73 74
75
76 77