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
676
$8.72M 0.01%
10,468
-74
677
$8.71M 0.01%
28,954
-2,761
678
$8.7M 0.01%
90,156
+904
679
$8.7M 0.01%
50,765
+767
680
$8.67M 0.01%
44,186
+2,944
681
$8.62M 0.01%
163,968
+24,391
682
$8.61M 0.01%
90,116
-368
683
$8.6M 0.01%
143,467
+3,229
684
$8.6M 0.01%
182,790
+266
685
$8.56M 0.01%
41,591
+9,315
686
$8.54M 0.01%
140,196
-23,871
687
$8.54M 0.01%
91,967
-7,872
688
$8.54M 0.01%
44,751
+2,057
689
$8.52M 0.01%
99,990
-812
690
$8.52M 0.01%
644,767
-7,840
691
$8.5M 0.01%
141,045
+13,266
692
$8.5M 0.01%
460,477
-15,063
693
$8.46M 0.01%
74,858
+2,325
694
$8.45M 0.01%
131,704
+1,262
695
$8.38M 0.01%
48,129
-589
696
$8.37M 0.01%
127,477
-6,450
697
$8.31M 0.01%
73,176
+8,126
698
$8.25M 0.01%
129,367
+1,996
699
$8.21M 0.01%
11,385
-1,922
700
$8.21M 0.01%
138,605
-2,821
26 27
28
29 30