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
2201
$360K ﹤0.01%
+20,089
2202
$360K ﹤0.01%
11,200
+1,800
2203
$359K ﹤0.01%
8,692
-335
2204
$359K ﹤0.01%
13,710
2205
$358K ﹤0.01%
15,107
2206
$356K ﹤0.01%
24,747
+5,761
2207
$356K ﹤0.01%
7,045
+2,880
2208
$355K ﹤0.01%
9,463
+512
2209
$355K ﹤0.01%
20,012
-1,473
2210
$355K ﹤0.01%
7,688
-2,443
2211
$354K ﹤0.01%
3,784
2212
$354K ﹤0.01%
1,936
-3,238
2213
$354K ﹤0.01%
4,463
-1,606
2214
$354K ﹤0.01%
+11,990
2215
$354K ﹤0.01%
+11,236
2216
$353K ﹤0.01%
+13,599
2217
$353K ﹤0.01%
7,097
2218
$352K ﹤0.01%
4,790
-1,899
2219
$351K ﹤0.01%
21,111
+9,358
2220
$351K ﹤0.01%
8,666
+1,051
2221
$351K ﹤0.01%
14,752
-1,938
2222
$350K ﹤0.01%
+15,720
2223
$350K ﹤0.01%
3,971
-24,255
2224
$350K ﹤0.01%
2,629
-482
2225
$350K ﹤0.01%
48,005
-26,768
87 88
89
90 91