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
26
$396M 0.65%
3,518,671
-14,652
27
$382M 0.62%
1,098,321
+11,072
28
$376M 0.61%
2,536,522
+3,412
29
$362M 0.59%
3,118,947
+24,426
30
$360M 0.59%
2,271,560
+132,722
31
$350M 0.57%
6,251,024
-71,763
32
$349M 0.57%
2,856,240
-136,820
33
$343M 0.56%
6,466,237
-131,063
34
$330M 0.54%
4,170,195
-52,008
35
$330M 0.54%
1,585,569
-38,122
36
$317M 0.52%
3,686,909
-9,487
37
$314M 0.51%
8,567,241
+152,285
38
$314M 0.51%
1,431,133
-21,228
39
$311M 0.51%
5,609,766
+18,856
40
$310M 0.51%
773,068
-38,879
41
$309M 0.51%
1,759,102
+27,020
42
$306M 0.5%
1,037,898
-23,422
43
$303M 0.5%
1,761,208
-14,100
44
$302M 0.49%
2,614,684
-81,198
45
$300M 0.49%
1,987,743
+1,086,792
46
$298M 0.49%
2,364,553
+61,351
47
$294M 0.48%
5,161,491
-66,405
48
$287M 0.47%
1,472,163
-1,816
49
$283M 0.46%
2,706,273
+69,009
50
$282M 0.46%
2,966,669
+283,159
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