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
301
$35.1M 0.06%
663,950
-5,890
302
$34.9M 0.06%
182,191
+14,181
303
$34.9M 0.06%
341,417
-2,374
304
$34.8M 0.06%
182,050
-9,861
305
$34.8M 0.06%
404,938
-336,515
306
$34.7M 0.06%
1,257,979
+148,214
307
$34.6M 0.06%
180,181
-5,039
308
$34.5M 0.06%
312,178
-20,060
309
$34.4M 0.06%
198,210
+3,182
310
$34.4M 0.06%
163,669
+406
311
$34.1M 0.06%
285,187
-311
312
$34M 0.06%
1,133,048
+462,051
313
$33.6M 0.06%
265,164
+18,766
314
$33.6M 0.05%
480,019
-5,505
315
$33M 0.05%
127,184
-7,546
316
$32.4M 0.05%
477,604
+109,935
317
$32.1M 0.05%
370,687
+31,113
318
$32.1M 0.05%
708,431
+112,272
319
$31.8M 0.05%
109,981
-4,419
320
$31.6M 0.05%
128,843
-17,551
321
$31.6M 0.05%
198,410
-5,029
322
$31.4M 0.05%
636,256
-7,793
323
$31.4M 0.05%
252,551
+4,275
324
$31.3M 0.05%
304,600
+6,889
325
$31.3M 0.05%
1,714,807
+113,545
11 12
13
14 15