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
2151
$387K ﹤0.01%
10,000
2152
$386K ﹤0.01%
7,779
-182
2153
$386K ﹤0.01%
12,003
-397
2154
$386K ﹤0.01%
40,712
+20,712
2155
$386K ﹤0.01%
+1,540
2156
$386K ﹤0.01%
6,049
-12,158
2157
$386K ﹤0.01%
5,369
2158
$385K ﹤0.01%
8,931
-4,465
2159
$384K ﹤0.01%
42,303
+552
2160
$384K ﹤0.01%
3,353
-1,412
2161
$382K ﹤0.01%
10,519
-22
2162
$381K ﹤0.01%
+8,730
2163
$381K ﹤0.01%
18,600
2164
$381K ﹤0.01%
20,814
+412
2165
$381K ﹤0.01%
13,307
+4,352
2166
$379K ﹤0.01%
+11,197
2167
$378K ﹤0.01%
4,037
+340
2168
$378K ﹤0.01%
20,344
-2,601
2169
$377K ﹤0.01%
7,930
-81
2170
$377K ﹤0.01%
11,919
-3,782
2171
$376K ﹤0.01%
+12,340
2172
$376K ﹤0.01%
+11,760
2173
$375K ﹤0.01%
+2,980
2174
$375K ﹤0.01%
+10,220
2175
$375K ﹤0.01%
13,085
-360
85 86
87
88 89