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
601
$10.9M 0.02%
104,960
+10,197
602
$10.8M 0.02%
180,210
-68,910
603
$10.8M 0.02%
98,463
+7,544
604
$10.8M 0.02%
253,765
+45,896
605
$10.8M 0.02%
75,069
+2,985
606
$10.8M 0.02%
156,783
+2,276
607
$10.8M 0.02%
59,831
-4,018
608
$10.8M 0.02%
108,624
-3,060
609
$10.8M 0.02%
66,663
+693
610
$10.7M 0.02%
198,032
-1,649
611
$10.7M 0.02%
35,429
+935
612
$10.7M 0.02%
230,757
+38,849
613
$10.7M 0.02%
157,133
+13,582
614
$10.7M 0.02%
310,121
+4,421
615
$10.7M 0.02%
171,759
-429,191
616
$10.6M 0.02%
68,608
-3,335
617
$10.5M 0.02%
136,323
+6,233
618
$10.5M 0.02%
157,574
-13,328
619
$10.5M 0.02%
+347,624
620
$10.5M 0.02%
180,439
-1,873
621
$10.5M 0.02%
433,529
+15,648
622
$10.4M 0.02%
102,803
-2,025
623
$10.4M 0.02%
209,235
+22,648
624
$10.4M 0.02%
131,376
+33,037
625
$10.3M 0.02%
47,106
+2,076
23 24
25
26 27