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
2126
$398K ﹤0.01%
4,983
+981
2127
$398K ﹤0.01%
+4,309
2128
$397K ﹤0.01%
79,092
2129
$397K ﹤0.01%
5,092
-956
2130
$396K ﹤0.01%
14,349
+543
2131
$396K ﹤0.01%
11,105
-5,050
2132
$395K ﹤0.01%
16,260
2133
$395K ﹤0.01%
7,164
-1,150
2134
$395K ﹤0.01%
14,937
2135
$394K ﹤0.01%
+7,855
2136
$393K ﹤0.01%
4,550
+1,050
2137
$393K ﹤0.01%
5,226
2138
$393K ﹤0.01%
4,276
-7
2139
$391K ﹤0.01%
+29,580
2140
$391K ﹤0.01%
17,897
2141
$390K ﹤0.01%
17,625
+711
2142
$390K ﹤0.01%
13,571
+5,607
2143
$390K ﹤0.01%
19,897
+2,796
2144
$390K ﹤0.01%
2,686
+393
2145
$389K ﹤0.01%
26,239
2146
$389K ﹤0.01%
+21,109
2147
$388K ﹤0.01%
3,847
+5
2148
$388K ﹤0.01%
4,985
-118
2149
$388K ﹤0.01%
5,903
+892
2150
$388K ﹤0.01%
21,485
-34,170
84 85
86
87 88