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
2326
$296K ﹤0.01%
7,335
-132
2327
$295K ﹤0.01%
4,540
-205
2328
$295K ﹤0.01%
+5,269
2329
$294K ﹤0.01%
3,952
2330
$294K ﹤0.01%
4,541
+252
2331
$294K ﹤0.01%
6,682
+226
2332
$294K ﹤0.01%
5,347
+455
2333
$294K ﹤0.01%
4,645
-40,223
2334
$294K ﹤0.01%
53,779
-7,821
2335
$293K ﹤0.01%
+2,855
2336
$293K ﹤0.01%
1,688
+48
2337
$293K ﹤0.01%
2,522
-997
2338
$292K ﹤0.01%
+764
2339
$292K ﹤0.01%
9,562
2340
$291K ﹤0.01%
60,844
2341
$291K ﹤0.01%
15,171
+355
2342
$290K ﹤0.01%
8,614
-4,354
2343
$290K ﹤0.01%
3,240
-7
2344
$289K ﹤0.01%
4,122
2345
$289K ﹤0.01%
13,212
+241
2346
$288K ﹤0.01%
8,768
-351
2347
$288K ﹤0.01%
8,218
-521
2348
$288K ﹤0.01%
2,621
-241
2349
$287K ﹤0.01%
+9,983
2350
$287K ﹤0.01%
50,000
92 93
94
95 96