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
2076
$430K ﹤0.01%
10,219
+63
2077
$430K ﹤0.01%
5,762
-137
2078
$430K ﹤0.01%
+16,730
2079
$430K ﹤0.01%
14,375
-23,185
2080
$430K ﹤0.01%
+7,620
2081
$425K ﹤0.01%
4,247
+1,638
2082
$424K ﹤0.01%
11,684
2083
$424K ﹤0.01%
26,579
+12,087
2084
$423K ﹤0.01%
3,020
+174
2085
$422K ﹤0.01%
2,605
+512
2086
$422K ﹤0.01%
12,044
+1,035
2087
$421K ﹤0.01%
6,879
+1,363
2088
$421K ﹤0.01%
+5,026
2089
$420K ﹤0.01%
6,905
-476
2090
$420K ﹤0.01%
2,330
-41
2091
$419K ﹤0.01%
43,201
-19,716
2092
$419K ﹤0.01%
10,574
-28
2093
$419K ﹤0.01%
10,164
+175
2094
$418K ﹤0.01%
+11,398
2095
$418K ﹤0.01%
19,161
+6,721
2096
$418K ﹤0.01%
16,677
2097
$418K ﹤0.01%
25,500
-500
2098
$417K ﹤0.01%
+13,210
2099
$416K ﹤0.01%
10,469
2100
$415K ﹤0.01%
33,626
-8,837
82 83
84
85 86