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
2176
$373K ﹤0.01%
13,532
+1,637
2177
$371K ﹤0.01%
+8,294
2178
$371K ﹤0.01%
4,693
-675
2179
$370K ﹤0.01%
+11,715
2180
$370K ﹤0.01%
+16,535
2181
$368K ﹤0.01%
21,920
-25,720
2182
$367K ﹤0.01%
7,758
+2,333
2183
$367K ﹤0.01%
7,505
-372
2184
$367K ﹤0.01%
9,347
-1,242
2185
$366K ﹤0.01%
1,235
-211
2186
$365K ﹤0.01%
7,515
-1,421
2187
$365K ﹤0.01%
4,705
2188
$365K ﹤0.01%
25,278
-4,335
2189
$365K ﹤0.01%
3,210
+786
2190
$365K ﹤0.01%
8,339
2191
$365K ﹤0.01%
13,806
-1,506
2192
$365K ﹤0.01%
+8,204
2193
$365K ﹤0.01%
81,300
+20,000
2194
$364K ﹤0.01%
11,335
-1,020
2195
$363K ﹤0.01%
3,186
+924
2196
$362K ﹤0.01%
20,896
-1,174
2197
$361K ﹤0.01%
8,086
+474
2198
$361K ﹤0.01%
+8,920
2199
$361K ﹤0.01%
10,025
-117
2200
$361K ﹤0.01%
8,484
-2,043
86 87
88
89 90