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
201
$63.2M 0.1%
238,986
+79,972
202
$63.2M 0.1%
572,659
-18,407
203
$63.1M 0.1%
1,063,966
-11,569
204
$62.8M 0.1%
558,467
-29,938
205
$62.7M 0.1%
520,969
+15,808
206
$62.6M 0.1%
734,665
-55,102
207
$62.5M 0.1%
245,271
+2,028
208
$62.3M 0.09%
1,006,553
+54,876
209
$61M 0.09%
287,662
+18,979
210
$61M 0.09%
200,441
-13,762
211
$60.9M 0.09%
322,867
+999
212
$60.6M 0.09%
215,587
-7,496
213
$60.2M 0.09%
2,233,917
+81,963
214
$59.8M 0.09%
360,286
-90,650
215
$59.8M 0.09%
828,551
+100,931
216
$58.6M 0.09%
479,683
+26,761
217
$58.6M 0.09%
745,951
+8,750
218
$58.5M 0.09%
812,960
-43,300
219
$58.2M 0.09%
127,102
+4,940
220
$56.9M 0.09%
1,069,973
+264,165
221
$56.6M 0.09%
1,186,845
+115,540
222
$56M 0.09%
238,607
+4,235
223
$55.9M 0.09%
406,030
+31,120
224
$55.8M 0.09%
2,746,897
+52,537
225
$55.2M 0.08%
151,985
-3,798
7 8
9
10 11