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
2301
$307K ﹤0.01%
7,247
-11,908
2302
$307K ﹤0.01%
81,857
-1,540
2303
$307K ﹤0.01%
13,735
-4,743
2304
$306K ﹤0.01%
+21,742
2305
$306K ﹤0.01%
+7,820
2306
$305K ﹤0.01%
12,515
-1,430
2307
$305K ﹤0.01%
8,290
+4,844
2308
$303K ﹤0.01%
1,700
+489
2309
$303K ﹤0.01%
+15,295
2310
$302K ﹤0.01%
50,956
-387
2311
$302K ﹤0.01%
12,561
+20
2312
$302K ﹤0.01%
+9,028
2313
$302K ﹤0.01%
12,573
-23,795
2314
$301K ﹤0.01%
11,561
+344
2315
$301K ﹤0.01%
2,518
-36
2316
$300K ﹤0.01%
20,837
-709
2317
$300K ﹤0.01%
18,100
-900
2318
$300K ﹤0.01%
+11,709
2319
$299K ﹤0.01%
10,500
2320
$299K ﹤0.01%
+4,400
2321
$299K ﹤0.01%
+9,514
2322
$298K ﹤0.01%
13,030
+300
2323
$297K ﹤0.01%
35,969
+470
2324
$297K ﹤0.01%
14,765
-21,260
2325
$297K ﹤0.01%
24,620
+1,095
91 92
93
94 95