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
$61B
AUM Growth
+$3.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,846
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$155M
3
+$129M
4
CMI icon
Cummins
CMI
+$117M
5
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$91.8M

Top Sells

1
+$269M
2
+$157M
3
+$80.5M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$67.9M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$56.6M

Sector Composition

1 Technology 12.59%
2 Financials 9.43%
3 Healthcare 9.09%
4 Consumer Discretionary 7.76%
5 Industrials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$52.4M 0.09%
1,029,258
-714,005
227
$51.9M 0.08%
355,150
-910
228
$51.7M 0.08%
736,849
+3,267
229
$51.6M 0.08%
738,832
-37,848
230
$51.5M 0.08%
217,303
-14,405
231
$51.5M 0.08%
699,610
-35,292
232
$51M 0.08%
692,651
-70,023
233
$50.8M 0.08%
617,690
+120,026
234
$50.2M 0.08%
2,898,228
-31,404
235
$49.9M 0.08%
952,074
-201,729
236
$48.9M 0.08%
324,830
+53,299
237
$48.6M 0.08%
236,201
-28,427
238
$48.5M 0.08%
121,686
-1,080
239
$48.5M 0.08%
362,197
-29,851
240
$48.4M 0.08%
562,719
-138,117
241
$48.4M 0.08%
3,390,601
+744,951
242
$48.2M 0.08%
139,787
-7,801
243
$47.5M 0.08%
96,727
+1,510
244
$47.5M 0.08%
410,987
+7,527
245
$47.4M 0.08%
609,116
-13,262
246
$47.3M 0.08%
74,844
+3,895
247
$47.2M 0.08%
365,795
-15,986
248
$47.1M 0.08%
411,175
-16,835
249
$47M 0.08%
216,058
-9,119
250
$46.7M 0.08%
31,279
-1,156
8 9
10
11 12