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
176
$78.1M 0.12%
1,177,368
+116,990
177
$77M 0.12%
1,870,099
+91,501
178
$77M 0.12%
273,289
+18,367
179
$76.6M 0.12%
405,993
-4,098
180
$74.1M 0.11%
1,080,329
-16,918
181
$72.9M 0.11%
249,314
-6,008
182
$72.8M 0.11%
263,415
+6,259
183
$72.5M 0.11%
542,791
-110,257
184
$72.5M 0.11%
947,378
-77,674
185
$72.4M 0.11%
442,748
+11,708
186
$71.9M 0.11%
291,746
-16,204
187
$71.5M 0.11%
590,108
-21,523
188
$70.8M 0.11%
1,645,905
+5,222
189
$70.8M 0.11%
200,982
+16,101
190
$69.2M 0.11%
236,133
-13,404
191
$69M 0.11%
1,216,331
+20,359
192
$68.7M 0.1%
579,273
+4,687
193
$68.1M 0.1%
337,171
+3,826
194
$67M 0.1%
618,962
+34,209
195
$66.8M 0.1%
1,408,709
+49,518
196
$66.5M 0.1%
823,846
+71,467
197
$65.4M 0.1%
1,215,122
-162,578
198
$65.3M 0.1%
190,432
-4,824
199
$63.6M 0.1%
366,848
+36,007
200
$63.5M 0.1%
1,625,736
-79,870
6 7
8
9 10