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
2351
$286K ﹤0.01%
+18,774
2352
$284K ﹤0.01%
2,670
-462
2353
$283K ﹤0.01%
6,096
-1,347
2354
$283K ﹤0.01%
+23,439
2355
$282K ﹤0.01%
7,785
-19,962
2356
$281K ﹤0.01%
2,522
+21
2357
$280K ﹤0.01%
4,000
2358
$279K ﹤0.01%
4,572
2359
$279K ﹤0.01%
20,576
2360
$278K ﹤0.01%
3,816
+776
2361
$278K ﹤0.01%
+8,239
2362
$277K ﹤0.01%
6,242
+32
2363
$277K ﹤0.01%
22,635
-8,800
2364
$277K ﹤0.01%
+9,923
2365
$276K ﹤0.01%
3,259
+270
2366
$276K ﹤0.01%
8,032
+276
2367
$275K ﹤0.01%
19,075
2368
$275K ﹤0.01%
3,092
+64
2369
$275K ﹤0.01%
8,235
-322
2370
$274K ﹤0.01%
3,065
-295
2371
$274K ﹤0.01%
+5,734
2372
$273K ﹤0.01%
+9,357
2373
$273K ﹤0.01%
12,806
-1,500
2374
$272K ﹤0.01%
24,973
-340
2375
$271K ﹤0.01%
1,839
+62
93 94
95
96 97