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
576
$11.8M 0.02%
31,927
+2,117
577
$11.8M 0.02%
69,713
+29
578
$11.6M 0.02%
144,192
-2,666
579
$11.6M 0.02%
179,584
-4,302
580
$11.5M 0.02%
47,579
+4,728
581
$11.5M 0.02%
418,729
-870,864
582
$11.5M 0.02%
134,091
+23,259
583
$11.5M 0.02%
392,476
+208,725
584
$11.4M 0.02%
123,776
+9,789
585
$11.4M 0.02%
101,104
-6,692
586
$11.4M 0.02%
834,950
+614,207
587
$11.3M 0.02%
8,178
-87
588
$11.3M 0.02%
109,129
-2,814
589
$11.3M 0.02%
159,165
-3,710
590
$11.2M 0.02%
214,585
-20,958
591
$11.2M 0.02%
105,312
+66,174
592
$11.2M 0.02%
80,345
+1,374
593
$11.2M 0.02%
292,721
+33,290
594
$11.1M 0.02%
74,825
-2,739
595
$11.1M 0.02%
133,333
-116
596
$11M 0.02%
109,024
+477
597
$11M 0.02%
323,696
+13,620
598
$11M 0.02%
123,915
+4,134
599
$11M 0.02%
123,383
+1,134
600
$10.9M 0.02%
43,444
+6,950
22 23
24
25 26