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
2001
$496K ﹤0.01%
11,142
+3,142
2002
$495K ﹤0.01%
3,229
+819
2003
$494K ﹤0.01%
82,653
-2,000
2004
$493K ﹤0.01%
14,752
2005
$492K ﹤0.01%
6,564
+2,216
2006
$489K ﹤0.01%
+5,518
2007
$488K ﹤0.01%
67,854
+5,975
2008
$487K ﹤0.01%
8,259
2009
$485K ﹤0.01%
10,777
+100
2010
$485K ﹤0.01%
19,227
-14,423
2011
$481K ﹤0.01%
29,171
-145
2012
$480K ﹤0.01%
14,620
-197
2013
$480K ﹤0.01%
7,055
-1,145
2014
$479K ﹤0.01%
34,226
-1,406
2015
$478K ﹤0.01%
93,893
2016
$478K ﹤0.01%
26,890
+1,673
2017
$478K ﹤0.01%
18,172
-9
2018
$475K ﹤0.01%
+1,599
2019
$474K ﹤0.01%
4,463
-3,961
2020
$471K ﹤0.01%
31,330
+1,000
2021
$470K ﹤0.01%
+7,074
2022
$470K ﹤0.01%
13,958
+83
2023
$469K ﹤0.01%
24,880
2024
$468K ﹤0.01%
14,305
2025
$468K ﹤0.01%
3,027
+10
79 80
81
82 83