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
501
$15.2M 0.02%
1,115,705
-56,715
502
$15.1M 0.02%
116,527
+4,180
503
$15.1M 0.02%
164,600
+5,449
504
$15M 0.02%
588,692
-6,181
505
$15M 0.02%
124,640
-1,184
506
$14.8M 0.02%
282,238
-44,807
507
$14.8M 0.02%
143,858
-6,451
508
$14.8M 0.02%
44,124
-7,943
509
$14.8M 0.02%
95,832
+37,879
510
$14.8M 0.02%
219,720
-2,952
511
$14.7M 0.02%
958,851
+1,184
512
$14.6M 0.02%
125,366
-1,330
513
$14.5M 0.02%
427,367
+180,188
514
$14.4M 0.02%
70,024
-1,306
515
$14.3M 0.02%
74,497
+1,916
516
$14.2M 0.02%
45,352
+6,958
517
$14.2M 0.02%
352,339
+7,431
518
$14.2M 0.02%
158,267
-2,091
519
$14.1M 0.02%
285,197
-4,864
520
$14.1M 0.02%
118,554
-218
521
$14M 0.02%
101,245
-7,249
522
$14M 0.02%
40,389
-926
523
$14M 0.02%
282,711
+27,447
524
$13.9M 0.02%
104,934
-35,384
525
$13.9M 0.02%
29,565
-305
19 20
21
22 23