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
2376
$271K ﹤0.01%
16,428
-2,593
2377
$271K ﹤0.01%
15,736
-2,573
2378
$271K ﹤0.01%
+12,735
2379
$271K ﹤0.01%
+1,706
2380
$270K ﹤0.01%
9,600
+103
2381
$270K ﹤0.01%
45,454
2382
$270K ﹤0.01%
+1,943
2383
$269K ﹤0.01%
+25,846
2384
$269K ﹤0.01%
+12,490
2385
$268K ﹤0.01%
15,612
-208
2386
$268K ﹤0.01%
3,730
-1,171
2387
$268K ﹤0.01%
3,765
-532
2388
$268K ﹤0.01%
18,182
2389
$267K ﹤0.01%
+1,291
2390
$267K ﹤0.01%
11,240
-1,385
2391
$267K ﹤0.01%
11,343
-7,379
2392
$266K ﹤0.01%
20,129
-1,571
2393
$266K ﹤0.01%
7,460
-7,590
2394
$266K ﹤0.01%
10,396
+845
2395
$266K ﹤0.01%
26,220
-9,025
2396
$265K ﹤0.01%
7,286
+224
2397
$265K ﹤0.01%
+33,030
2398
$265K ﹤0.01%
17,859
2399
$264K ﹤0.01%
1,470
-33
2400
$264K ﹤0.01%
628
+48
94 95
96
97 98