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
326
$31.2M 0.05%
200,126
-5,343
327
$30.6M 0.05%
1,005,153
-29,126
328
$30.3M 0.05%
57,305
-1,542
329
$30.3M 0.05%
97,519
+4,423
330
$30.3M 0.05%
1,252,001
-5,867
331
$30.1M 0.05%
332,303
+26,477
332
$30.1M 0.05%
237,652
-6,343
333
$30.1M 0.05%
401,858
-33,020
334
$29.8M 0.05%
1,340,918
+1,267,430
335
$29.8M 0.05%
219,957
-7,386
336
$29.6M 0.05%
1,195,101
+86,729
337
$29.3M 0.05%
514,950
-91,096
338
$29.2M 0.05%
122,395
+995
339
$29M 0.05%
207,210
-6,089
340
$29M 0.05%
873,936
-198,886
341
$28.9M 0.05%
297,729
-11,049
342
$28.8M 0.05%
360,188
+132,862
343
$28.6M 0.05%
82,486
+1,216
344
$28.3M 0.05%
478,584
+23,957
345
$28.2M 0.05%
185,180
+1,686
346
$28.2M 0.05%
641,451
+109,185
347
$28.1M 0.05%
713,909
+21,320
348
$27.8M 0.05%
289,938
+79,086
349
$27.7M 0.05%
222,563
-16,214
350
$27.6M 0.05%
111,737
-50,300
12 13
14
15 16