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
551
$12.7M 0.02%
282,166
-35,698
552
$12.7M 0.02%
238,595
-11,714
553
$12.7M 0.02%
6,645
+474
554
$12.7M 0.02%
129,033
-5,998
555
$12.7M 0.02%
150,609
-7,838
556
$12.6M 0.02%
61,603
-10,835
557
$12.6M 0.02%
48,147
-1,239
558
$12.6M 0.02%
139,815
+123,269
559
$12.6M 0.02%
66,833
+3,254
560
$12.5M 0.02%
159,825
-51,110
561
$12.4M 0.02%
151,002
-20,523
562
$12.4M 0.02%
254,561
-35,783
563
$12.3M 0.02%
111,678
+2,738
564
$12.2M 0.02%
52,326
-2,193
565
$12.2M 0.02%
50,948
+1,922
566
$12.2M 0.02%
42,408
-660
567
$12.1M 0.02%
155,251
+9,916
568
$12.1M 0.02%
105,406
+7,078
569
$12.1M 0.02%
26,120
+1,957
570
$12.1M 0.02%
248,174
+53,788
571
$12.1M 0.02%
62,373
+41,242
572
$12M 0.02%
593,946
-143,901
573
$11.9M 0.02%
169,440
-3,926
574
$11.9M 0.02%
589,823
-38,270
575
$11.8M 0.02%
178,452
+10,663
21 22
23
24 25