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
2451
$239K ﹤0.01%
+4,901
2452
$239K ﹤0.01%
+5,687
2453
$238K ﹤0.01%
12,181
-1,033
2454
$237K ﹤0.01%
2,493
-273
2455
$237K ﹤0.01%
1,657
-3,048
2456
$234K ﹤0.01%
3,853
2457
$234K ﹤0.01%
+13,626
2458
$234K ﹤0.01%
+5,933
2459
$233K ﹤0.01%
7,585
-2,176
2460
$232K ﹤0.01%
12,788
-2,050
2461
$232K ﹤0.01%
+6,563
2462
$232K ﹤0.01%
5,910
-10,784
2463
$231K ﹤0.01%
8,623
-3,010
2464
$231K ﹤0.01%
+2,812
2465
$231K ﹤0.01%
4,417
+50
2466
$231K ﹤0.01%
5,426
-259
2467
$231K ﹤0.01%
+32,109
2468
$230K ﹤0.01%
2,748
-13
2469
$229K ﹤0.01%
4,212
-40
2470
$229K ﹤0.01%
+1,504
2471
$229K ﹤0.01%
16,378
2472
$228K ﹤0.01%
+3,184
2473
$228K ﹤0.01%
3,595
-646
2474
$228K ﹤0.01%
+6,144
2475
$228K ﹤0.01%
8,663
-998
97 98
99
100 101