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
251
$46.4M 0.08%
1,023,519
-205,072
252
$46.4M 0.08%
441,914
+53,485
253
$46M 0.08%
1,075,862
-386,712
254
$45.5M 0.07%
986,672
-34,115
255
$44.8M 0.07%
1,395,740
+13,733
256
$44.5M 0.07%
610,008
-26,797
257
$44.5M 0.07%
525,727
+58,445
258
$43.9M 0.07%
121,045
-1,815
259
$43.7M 0.07%
178,419
-12,028
260
$43.1M 0.07%
2,195,654
+52,632
261
$42.9M 0.07%
335,422
+43,154
262
$42.7M 0.07%
795,276
+69,836
263
$42.5M 0.07%
927,092
+33,486
264
$42.5M 0.07%
630,483
+9,185
265
$42.4M 0.07%
384,420
-62,427
266
$42.1M 0.07%
861,576
+175,906
267
$41.5M 0.07%
1,984,016
-205,549
268
$40.6M 0.07%
217,877
-3,311
269
$39.8M 0.07%
452,158
-454,982
270
$39.8M 0.07%
95
+3
271
$39.7M 0.06%
164,074
-163,844
272
$39.7M 0.06%
183,248
-15,771
273
$39.4M 0.06%
270,838
-5,024
274
$39.1M 0.06%
685,545
+64,247
275
$39.1M 0.06%
382,989
+165,047
9 10
11
12 13