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
2101
$414K ﹤0.01%
10,246
-20
2102
$414K ﹤0.01%
15,796
-4,486
2103
$414K ﹤0.01%
3,105
+342
2104
$414K ﹤0.01%
27,756
+68
2105
$413K ﹤0.01%
10,109
+1,859
2106
$412K ﹤0.01%
32,174
-3,500
2107
$410K ﹤0.01%
40,105
+4,574
2108
$410K ﹤0.01%
6,596
-2,166
2109
$410K ﹤0.01%
10,602
+2,402
2110
$409K ﹤0.01%
+4,162
2111
$408K ﹤0.01%
5,588
+705
2112
$407K ﹤0.01%
9,426
+2,494
2113
$405K ﹤0.01%
25,397
+169
2114
$404K ﹤0.01%
42,221
-4,107
2115
$404K ﹤0.01%
8,432
-53
2116
$404K ﹤0.01%
57,714
2117
$403K ﹤0.01%
11,100
-5,761
2118
$403K ﹤0.01%
6,603
-1,690
2119
$403K ﹤0.01%
25,810
2120
$403K ﹤0.01%
29,347
+441
2121
$403K ﹤0.01%
40,223
2122
$402K ﹤0.01%
22,353
+29
2123
$401K ﹤0.01%
+13,110
2124
$400K ﹤0.01%
13,431
+33
2125
$399K ﹤0.01%
6,021
+23
83 84
85
86 87