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
401
$22.3M 0.04%
352,227
+308,911
402
$22.1M 0.04%
384,851
+13,650
403
$22.1M 0.04%
48,079
+943
404
$22.1M 0.04%
790,158
+3,573
405
$21.8M 0.04%
372,123
-791,601
406
$21.8M 0.04%
448,335
+24,585
407
$21.7M 0.04%
441,692
+14,088
408
$21.7M 0.04%
335,624
+206,878
409
$21.7M 0.04%
161,763
+16,751
410
$21.6M 0.04%
237,846
-3,865
411
$21.5M 0.04%
62,167
+2,489
412
$21.4M 0.03%
147,514
-11,845
413
$21.3M 0.03%
877,893
+256,991
414
$21.1M 0.03%
205,153
+35,417
415
$21.1M 0.03%
403,911
-25,818
416
$20.9M 0.03%
173,222
-1,186
417
$20.9M 0.03%
85,668
-1,289
418
$20.8M 0.03%
432,565
+287,771
419
$20.7M 0.03%
375,108
+34,440
420
$20.7M 0.03%
539,792
-23,517
421
$20.6M 0.03%
137,594
+32,055
422
$20.5M 0.03%
240,210
-2,669
423
$20.4M 0.03%
106,353
-1,259
424
$20.3M 0.03%
398,491
-49,967
425
$20.2M 0.03%
328,502
+8,376
15 16
17
18 19