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
376
$24.9M 0.04%
304,830
-2,839
377
$24.8M 0.04%
517,075
+60,258
378
$24.8M 0.04%
820,012
+22,689
379
$24.4M 0.04%
184,272
-18,729
380
$24.4M 0.04%
863,632
+25,417
381
$24.4M 0.04%
550,353
+412,182
382
$24.2M 0.04%
292,546
-9,913
383
$24.2M 0.04%
330,112
+23,843
384
$24M 0.04%
419,080
+20,901
385
$24M 0.04%
122,832
-757
386
$23.9M 0.04%
235,713
+12,605
387
$23.7M 0.04%
400,198
+6,894
388
$23.7M 0.04%
395,557
-56,563
389
$23.4M 0.04%
286,312
-8,735
390
$23.4M 0.04%
443,521
+15,743
391
$23.3M 0.04%
843,535
+104,120
392
$23.2M 0.04%
1,356,837
-32,779
393
$23.1M 0.04%
234,184
-4,211
394
$23.1M 0.04%
75,294
+1,339
395
$23M 0.04%
385,886
+59,805
396
$22.8M 0.04%
243,712
+27,606
397
$22.7M 0.04%
63,314
+966
398
$22.5M 0.04%
112,209
+3,959
399
$22.4M 0.04%
447,572
+7,649
400
$22.4M 0.04%
180,396
-15,484
14 15
16
17 18