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
626
$10.2M 0.02%
172,522
+19,973
627
$10.1M 0.02%
94,732
+6,059
628
$10.1M 0.02%
148,357
+2,640
629
$10.1M 0.02%
39,494
+2,331
630
$10.1M 0.02%
159,793
-127,498
631
$10.1M 0.02%
289,763
+18,875
632
$10M 0.02%
198,587
-10,300
633
$10M 0.02%
217,494
+21,648
634
$9.98M 0.02%
134,706
+1,399
635
$9.97M 0.02%
85,481
+15,008
636
$9.92M 0.02%
387,234
-738,622
637
$9.92M 0.02%
349,180
+1,320
638
$9.89M 0.02%
243,453
+2,693
639
$9.83M 0.02%
19,233
+2,535
640
$9.82M 0.02%
219,923
-4,317
641
$9.81M 0.02%
49,214
+562
642
$9.81M 0.02%
89,264
-3,327
643
$9.71M 0.02%
283,874
+28,248
644
$9.66M 0.02%
90,488
-616
645
$9.62M 0.02%
80,525
-4,733
646
$9.57M 0.02%
312,399
+3,774
647
$9.56M 0.02%
253,215
-585
648
$9.54M 0.02%
48,194
-9,472
649
$9.51M 0.02%
200,701
-15,969
650
$9.46M 0.02%
276,974
+1,376
24 25
26
27 28