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
1951
$535K ﹤0.01%
9,330
+6
1952
$531K ﹤0.01%
11,247
-6
1953
$530K ﹤0.01%
6,923
-1,156
1954
$530K ﹤0.01%
+9,121
1955
$529K ﹤0.01%
25,406
-1,004
1956
$529K ﹤0.01%
15,892
1957
$528K ﹤0.01%
82,467
-10,180
1958
$527K ﹤0.01%
26,977
+1,137
1959
$526K ﹤0.01%
6,609
-5,986
1960
$525K ﹤0.01%
14,241
+9,046
1961
$525K ﹤0.01%
16,144
+4,151
1962
$522K ﹤0.01%
16,351
+85
1963
$518K ﹤0.01%
30,344
-27,551
1964
$518K ﹤0.01%
37,449
+3,711
1965
$517K ﹤0.01%
12,631
1966
$516K ﹤0.01%
7,728
-1,233
1967
$516K ﹤0.01%
32,698
+52
1968
$515K ﹤0.01%
9,999
-243
1969
$514K ﹤0.01%
13,128
-29
1970
$513K ﹤0.01%
18,024
-768
1971
$513K ﹤0.01%
24,362
+3,049
1972
$513K ﹤0.01%
59,349
-16,112
1973
$512K ﹤0.01%
9,444
-850
1974
$511K ﹤0.01%
17,174
-813
1975
$511K ﹤0.01%
11,708
-4,439
77 78
79
80 81