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
451
$18.8M 0.03%
413,868
+32,136
452
$18.6M 0.03%
23,132
-638
453
$18.5M 0.03%
512,000
-17,462
454
$18.5M 0.03%
347,071
-6,432
455
$18.5M 0.03%
474,362
-7,437
456
$18.4M 0.03%
496,923
+161,246
457
$18.4M 0.03%
160,277
+1,617
458
$18.4M 0.03%
50,513
-5,954
459
$18.4M 0.03%
203,610
-14,290
460
$18.4M 0.03%
755,498
-69,946
461
$18.4M 0.03%
386,604
-29,347
462
$18.4M 0.03%
71,979
-2,241
463
$18.3M 0.03%
693,698
+72,283
464
$18.2M 0.03%
140,626
-21,051
465
$18.2M 0.03%
330,741
-13,654
466
$18.2M 0.03%
330,587
-237,204
467
$18.1M 0.03%
258,960
+10,701
468
$18M 0.03%
488,752
+41,412
469
$17.8M 0.03%
130,857
-6,282
470
$17.7M 0.03%
404,442
+161,927
471
$17.6M 0.03%
568,950
+25,250
472
$17.6M 0.03%
55,426
+811
473
$17.6M 0.03%
294,303
+3,324
474
$17.5M 0.03%
180,010
-67,241
475
$17.4M 0.03%
73,068
-30,934
17 18
19
20 21