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
526
$13.8M 0.02%
453,065
-1,892
527
$13.7M 0.02%
236,258
+15,056
528
$13.7M 0.02%
281,816
-3,989
529
$13.6M 0.02%
521,220
+15,140
530
$13.6M 0.02%
279,913
-3,181
531
$13.6M 0.02%
79,902
-9,223
532
$13.6M 0.02%
519,732
+22,158
533
$13.6M 0.02%
80,445
-38,417
534
$13.5M 0.02%
126,042
+4,618
535
$13.5M 0.02%
91,147
+12,728
536
$13.5M 0.02%
133,115
+6,811
537
$13.4M 0.02%
160,043
+19,474
538
$13.4M 0.02%
183,523
+7,048
539
$13.4M 0.02%
504,499
+297,402
540
$13.4M 0.02%
215,554
-3,620
541
$13.2M 0.02%
191,251
-42,562
542
$13.1M 0.02%
258,735
-32,790
543
$13.1M 0.02%
37,110
+1,404
544
$13M 0.02%
59,079
-850
545
$13M 0.02%
196,262
-378
546
$12.9M 0.02%
54,842
-8,131
547
$12.8M 0.02%
274,363
-8,316
548
$12.8M 0.02%
91,218
-5,468
549
$12.8M 0.02%
194,796
+113,208
550
$12.8M 0.02%
657,315
+25,540
20 21
22
23 24