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
276
$38.8M 0.06%
70,652
+13,108
277
$38.1M 0.06%
460,284
+28,514
278
$38M 0.06%
17,346
+96
279
$37.9M 0.06%
1,710,463
+320,512
280
$37.8M 0.06%
464,124
-21,206
281
$37.5M 0.06%
896,118
-6,696
282
$37.4M 0.06%
1,006,210
+55,650
283
$37.4M 0.06%
259,318
+7,388
284
$37.4M 0.06%
230,232
+65,807
285
$37.1M 0.06%
582,902
+250,531
286
$37M 0.06%
608,033
+170,633
287
$36.8M 0.06%
+781,237
288
$36.8M 0.06%
373,859
+57,615
289
$36.8M 0.06%
162,447
-2,214
290
$36.8M 0.06%
327,198
-19,680
291
$36.6M 0.06%
244,750
-5,197
292
$36.6M 0.06%
551,105
+92,827
293
$36.5M 0.06%
226,188
-70,267
294
$36.5M 0.06%
1,081,405
-469,148
295
$36.4M 0.06%
251,702
+6,531
296
$36.1M 0.06%
30,444
-1,200
297
$36M 0.06%
397,605
+2,025
298
$35.4M 0.06%
775,518
+7,602
299
$35.3M 0.06%
1,263,279
-200,895
300
$35.3M 0.06%
1,311,425
+484,946
10 11
12
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