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
1901
$584K ﹤0.01%
10,284
-758
1902
$584K ﹤0.01%
6,516
-30,860
1903
$583K ﹤0.01%
847
1904
$582K ﹤0.01%
35,997
-620
1905
$581K ﹤0.01%
15,397
+30
1906
$581K ﹤0.01%
12,282
+1,628
1907
$576K ﹤0.01%
12,844
-1,839
1908
$576K ﹤0.01%
+20,672
1909
$574K ﹤0.01%
+13,470
1910
$572K ﹤0.01%
9,254
-395
1911
$572K ﹤0.01%
7,844
1912
$567K ﹤0.01%
+16,045
1913
$566K ﹤0.01%
7,989
+125
1914
$566K ﹤0.01%
18,596
1915
$564K ﹤0.01%
16,188
-1,906
1916
$564K ﹤0.01%
14,510
+508
1917
$563K ﹤0.01%
28,567
1918
$563K ﹤0.01%
151,249
+48,914
1919
$562K ﹤0.01%
37,337
+3,070
1920
$562K ﹤0.01%
35,453
+57
1921
$561K ﹤0.01%
7,032
1922
$560K ﹤0.01%
66,879
+9,009
1923
$558K ﹤0.01%
32,255
-21,000
1924
$557K ﹤0.01%
19,090
+771
1925
$554K ﹤0.01%
4,586
+982
75 76
77
78 79