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
1976
$509K ﹤0.01%
18,151
+1,871
1977
$509K ﹤0.01%
9,787
1978
$509K ﹤0.01%
34,140
-69
1979
$508K ﹤0.01%
+14,687
1980
$508K ﹤0.01%
3,263
+390
1981
$507K ﹤0.01%
32,354
+21,901
1982
$506K ﹤0.01%
13,225
-141
1983
$506K ﹤0.01%
4,113
-104
1984
$506K ﹤0.01%
24,276
-4,210
1985
$504K ﹤0.01%
30,048
-66
1986
$504K ﹤0.01%
+12,500
1987
$503K ﹤0.01%
3,202
-159
1988
$503K ﹤0.01%
5,535
+492
1989
$503K ﹤0.01%
9,990
-1,519
1990
$502K ﹤0.01%
5,140
1991
$502K ﹤0.01%
+24,904
1992
$501K ﹤0.01%
53,587
+1,377
1993
$501K ﹤0.01%
7,334
+3
1994
$501K ﹤0.01%
+3,684
1995
$500K ﹤0.01%
3,370
1996
$498K ﹤0.01%
18,772
+610
1997
$498K ﹤0.01%
+7,136
1998
$497K ﹤0.01%
8,010
-21,344
1999
$497K ﹤0.01%
37,355
2000
$497K ﹤0.01%
29,024
78 79
80
81 82