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
1876
$623K ﹤0.01%
28,628
1877
$618K ﹤0.01%
6,144
+2,534
1878
$618K ﹤0.01%
23,941
-253
1879
$617K ﹤0.01%
5,033
-145
1880
$616K ﹤0.01%
14,303
+1,560
1881
$613K ﹤0.01%
9,207
+1,289
1882
$612K ﹤0.01%
27,000
1883
$609K ﹤0.01%
6,493
+2,398
1884
$609K ﹤0.01%
25,037
-3,507
1885
$609K ﹤0.01%
28,818
+15,650
1886
$608K ﹤0.01%
9,402
+4
1887
$606K ﹤0.01%
24,538
-2,756
1888
$604K ﹤0.01%
6,915
+2,723
1889
$603K ﹤0.01%
4,729
-2,558
1890
$603K ﹤0.01%
22,897
+10
1891
$601K ﹤0.01%
1,065
+244
1892
$599K ﹤0.01%
+11,367
1893
$597K ﹤0.01%
30,683
+500
1894
$597K ﹤0.01%
13,093
-41
1895
$596K ﹤0.01%
6,643
-82
1896
$594K ﹤0.01%
32,466
+15,092
1897
$593K ﹤0.01%
43,055
1898
$591K ﹤0.01%
+16,176
1899
$587K ﹤0.01%
24,637
-9,245
1900
$585K ﹤0.01%
48,001
+1,828
74 75
76
77 78