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
2226
$350K ﹤0.01%
22,924
-3,753
2227
$349K ﹤0.01%
25,648
-20,905
2228
$348K ﹤0.01%
59,001
+1,705
2229
$348K ﹤0.01%
8,233
+337
2230
$347K ﹤0.01%
4,700
+1,474
2231
$347K ﹤0.01%
13,190
-2,000
2232
$346K ﹤0.01%
10,790
-121,610
2233
$346K ﹤0.01%
5,304
+407
2234
$344K ﹤0.01%
2,474
-334
2235
$343K ﹤0.01%
397
-419
2236
$343K ﹤0.01%
+2,605
2237
$343K ﹤0.01%
1,285
-436
2238
$341K ﹤0.01%
21,306
2239
$341K ﹤0.01%
11,215
+400
2240
$340K ﹤0.01%
50,000
2241
$340K ﹤0.01%
+10,092
2242
$340K ﹤0.01%
5,837
-54,618
2243
$339K ﹤0.01%
12,075
-682
2244
$338K ﹤0.01%
14,144
2245
$338K ﹤0.01%
+19,000
2246
$336K ﹤0.01%
1,945
-922
2247
$336K ﹤0.01%
2,997
+249
2248
$336K ﹤0.01%
4,400
2249
$336K ﹤0.01%
33,210
2250
$335K ﹤0.01%
+28,135
88 89
90
91 92