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
2051
$451K ﹤0.01%
8,296
+33
2052
$450K ﹤0.01%
86,662
2053
$450K ﹤0.01%
24,244
-4,349
2054
$449K ﹤0.01%
7,377
-697
2055
$447K ﹤0.01%
85,387
-51,874
2056
$447K ﹤0.01%
26,882
+92
2057
$446K ﹤0.01%
8,601
+1,171
2058
$445K ﹤0.01%
2,747
-33
2059
$442K ﹤0.01%
10,892
+606
2060
$442K ﹤0.01%
13,040
+1,720
2061
$441K ﹤0.01%
44,210
2062
$441K ﹤0.01%
10,379
-1,286
2063
$440K ﹤0.01%
11,370
2064
$440K ﹤0.01%
94,675
+14,500
2065
$439K ﹤0.01%
18,156
-6,102
2066
$438K ﹤0.01%
10,764
-1,596
2067
$437K ﹤0.01%
+8,502
2068
$436K ﹤0.01%
+16,888
2069
$436K ﹤0.01%
51,781
-887
2070
$435K ﹤0.01%
+4,599
2071
$435K ﹤0.01%
3,582
-2,189
2072
$435K ﹤0.01%
6,172
+166
2073
$435K ﹤0.01%
2,324
-2,355
2074
$432K ﹤0.01%
8,949
+437
2075
$431K ﹤0.01%
8,621
-35,246
81 82
83
84 85