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
2251
$335K ﹤0.01%
+2,338
2252
$334K ﹤0.01%
5,955
+1,338
2253
$333K ﹤0.01%
33,374
+6,757
2254
$331K ﹤0.01%
10,307
2255
$330K ﹤0.01%
5,603
2256
$330K ﹤0.01%
8,232
-133
2257
$330K ﹤0.01%
15,365
+1,681
2258
$330K ﹤0.01%
5,750
2259
$328K ﹤0.01%
+1,668
2260
$327K ﹤0.01%
75,637
+833
2261
$326K ﹤0.01%
2,761
-153
2262
$326K ﹤0.01%
5,922
+386
2263
$326K ﹤0.01%
+8,356
2264
$325K ﹤0.01%
6,790
-1,130
2265
$325K ﹤0.01%
9,814
+2,665
2266
$325K ﹤0.01%
4,435
-671
2267
$325K ﹤0.01%
7,019
-868
2268
$325K ﹤0.01%
+6,337
2269
$324K ﹤0.01%
3,201
+803
2270
$324K ﹤0.01%
+3,430
2271
$324K ﹤0.01%
17,768
+612
2272
$323K ﹤0.01%
13,578
2273
$323K ﹤0.01%
7,357
+12
2274
$323K ﹤0.01%
10,678
+1,000
2275
$322K ﹤0.01%
+5,480
89 90
91
92 93