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
2401
$264K ﹤0.01%
8,316
-7,219
2402
$264K ﹤0.01%
+8,000
2403
$263K ﹤0.01%
+7,375
2404
$262K ﹤0.01%
6,131
-237
2405
$262K ﹤0.01%
15,296
-840
2406
$261K ﹤0.01%
36,628
+7,828
2407
$260K ﹤0.01%
2,780
+83
2408
$260K ﹤0.01%
2,882
-1,483
2409
$260K ﹤0.01%
+14,250
2410
$259K ﹤0.01%
15,146
-1,506
2411
$259K ﹤0.01%
33,107
-201
2412
$259K ﹤0.01%
7,870
-301
2413
$259K ﹤0.01%
3,736
-117
2414
$258K ﹤0.01%
9,465
-4,805
2415
$257K ﹤0.01%
16,626
-5,958
2416
$257K ﹤0.01%
32,932
+320
2417
$257K ﹤0.01%
12,018
-2,717
2418
$256K ﹤0.01%
13,191
-587
2419
$256K ﹤0.01%
7,065
-176
2420
$256K ﹤0.01%
+8,037
2421
$255K ﹤0.01%
+7,040
2422
$255K ﹤0.01%
9,727
-483
2423
$255K ﹤0.01%
6,388
2424
$255K ﹤0.01%
15,558
-5,424
2425
$255K ﹤0.01%
10,395
-1,000
95 96
97
98 99