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
651
$9.44M 0.02%
157,661
+43,139
652
$9.4M 0.02%
355,892
-12,062
653
$9.4M 0.02%
216,164
+47,601
654
$9.37M 0.02%
655,730
-52,796
655
$9.36M 0.02%
184,191
+10,688
656
$9.33M 0.02%
138,185
-9,615
657
$9.3M 0.02%
129,259
+2,517
658
$9.28M 0.02%
449,479
+32,347
659
$9.24M 0.02%
285,441
+15,729
660
$9.2M 0.02%
97,955
-32,379
661
$9.11M 0.01%
274,578
-198,384
662
$9.1M 0.01%
280,987
+8,768
663
$9.09M 0.01%
63,188
-7,100
664
$9.08M 0.01%
1,055,323
+67,934
665
$9.05M 0.01%
62,009
-2,223
666
$9.01M 0.01%
142,117
+7,367
667
$8.98M 0.01%
144,942
-4,697
668
$8.95M 0.01%
109,091
+1,763
669
$8.93M 0.01%
43,202
-369
670
$8.92M 0.01%
89,694
+602
671
$8.9M 0.01%
51,963
-3,625
672
$8.88M 0.01%
36,017
-1,209
673
$8.79M 0.01%
52,222
+937
674
$8.77M 0.01%
64,011
+2,259
675
$8.76M 0.01%
285,165
+11,603
25 26
27
28 29