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
351
$27.6M 0.05%
411,308
+15,591
352
$27.6M 0.05%
101,237
+2,894
353
$27.4M 0.04%
158,023
-7,257
354
$27.4M 0.04%
829,271
-26,120
355
$27.3M 0.04%
509,094
-43,126
356
$27.1M 0.04%
1,002,580
+54,731
357
$27M 0.04%
826,094
-35,861
358
$26.9M 0.04%
112,410
-3,969
359
$26.8M 0.04%
426,556
-8,777
360
$26.7M 0.04%
253,769
-19,071
361
$26.6M 0.04%
287,615
+4,097
362
$26.5M 0.04%
457,630
-21,798
363
$26.5M 0.04%
1,522,620
+173,844
364
$26.4M 0.04%
249,240
-12,356
365
$26.4M 0.04%
82,715
-1,637
366
$26.3M 0.04%
630,825
+190,855
367
$25.9M 0.04%
65,803
+8,482
368
$25.9M 0.04%
135,473
+5,377
369
$25.9M 0.04%
148,039
-2,493
370
$25.8M 0.04%
1,320,093
-184,901
371
$25.8M 0.04%
58,887
-7,417
372
$25.4M 0.04%
204,880
-34,355
373
$25.3M 0.04%
949,950
+65,229
374
$25.2M 0.04%
446,153
-26,230
375
$25.1M 0.04%
105,775
+8,277
13 14
15
16 17