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
2426
$253K ﹤0.01%
4,594
-1,368
2427
$253K ﹤0.01%
+13,543
2428
$252K ﹤0.01%
16,370
2429
$252K ﹤0.01%
2,790
+378
2430
$251K ﹤0.01%
+9,056
2431
$249K ﹤0.01%
+1,756
2432
$249K ﹤0.01%
9,561
-1,047
2433
$248K ﹤0.01%
+12,664
2434
$248K ﹤0.01%
+10,677
2435
$248K ﹤0.01%
3,929
2436
$247K ﹤0.01%
+2,721
2437
$246K ﹤0.01%
+11,428
2438
$246K ﹤0.01%
7,269
-305
2439
$246K ﹤0.01%
+52,847
2440
$245K ﹤0.01%
15,003
+800
2441
$245K ﹤0.01%
2,400
-882
2442
$245K ﹤0.01%
23,564
-5,236
2443
$244K ﹤0.01%
15,379
2444
$244K ﹤0.01%
4,748
+179
2445
$243K ﹤0.01%
37,900
+10,900
2446
$242K ﹤0.01%
5,839
-670
2447
$241K ﹤0.01%
61,598
+12,637
2448
$240K ﹤0.01%
25,701
-7,002
2449
$239K ﹤0.01%
+3,099
2450
$239K ﹤0.01%
13,669
-3,201
96 97
98
99 100