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
1926
$553K ﹤0.01%
5,770
1927
$553K ﹤0.01%
10,420
-11,994
1928
$553K ﹤0.01%
54,589
-17,497
1929
$553K ﹤0.01%
5,845
-24,469
1930
$552K ﹤0.01%
24,639
+373
1931
$552K ﹤0.01%
9,891
+2,257
1932
$551K ﹤0.01%
8,132
-150
1933
$551K ﹤0.01%
17,168
+708
1934
$551K ﹤0.01%
12,666
+2,990
1935
$551K ﹤0.01%
25,296
1936
$550K ﹤0.01%
+16,765
1937
$550K ﹤0.01%
8,300
-121
1938
$549K ﹤0.01%
32,790
-5,661
1939
$548K ﹤0.01%
24,570
+2,950
1940
$547K ﹤0.01%
23,242
+66
1941
$547K ﹤0.01%
4,931
-1,445
1942
$546K ﹤0.01%
9,157
-123,196
1943
$546K ﹤0.01%
30,428
-2,344
1944
$543K ﹤0.01%
41,136
+1,000
1945
$542K ﹤0.01%
10,264
1946
$539K ﹤0.01%
20,818
-8,286
1947
$538K ﹤0.01%
4,237
-239
1948
$537K ﹤0.01%
21,813
-2,376
1949
$537K ﹤0.01%
6,386
+7
1950
$535K ﹤0.01%
11,136
-1,991
76 77
78
79 80