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
2276
$322K ﹤0.01%
7,028
+476
2277
$322K ﹤0.01%
10,449
2278
$322K ﹤0.01%
10,977
2279
$321K ﹤0.01%
8,700
-200
2280
$321K ﹤0.01%
16,958
2281
$320K ﹤0.01%
+67,120
2282
$320K ﹤0.01%
21,166
-18,948
2283
$320K ﹤0.01%
26,690
+12,391
2284
$318K ﹤0.01%
10,330
+1,575
2285
$318K ﹤0.01%
69,552
-3,406
2286
$316K ﹤0.01%
+7,685
2287
$316K ﹤0.01%
11,731
+633
2288
$315K ﹤0.01%
6,758
+237
2289
$315K ﹤0.01%
2,096
+171
2290
$314K ﹤0.01%
1,807
+212
2291
$314K ﹤0.01%
4,572
+167
2292
$313K ﹤0.01%
17,579
-1,837
2293
$313K ﹤0.01%
16,110
-20,140
2294
$312K ﹤0.01%
4,116
-3,978
2295
$312K ﹤0.01%
9,611
-29,490
2296
$311K ﹤0.01%
+2,097
2297
$309K ﹤0.01%
10,258
+648
2298
$308K ﹤0.01%
19,663
+1,590
2299
$308K ﹤0.01%
17,076
-4,540
2300
$308K ﹤0.01%
17,577
-30,654
90 91
92
93 94