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
701
$8.21M 0.01%
17,902
+698
702
$8.21M 0.01%
14,080
+193
703
$8.2M 0.01%
186,834
+440
704
$8.17M 0.01%
25,622
-4
705
$8.16M 0.01%
106,709
+72,258
706
$8.15M 0.01%
62,494
+1,265
707
$8.13M 0.01%
92,093
-48
708
$8.09M 0.01%
107,956
+2,533
709
$8.05M 0.01%
141,058
+14,471
710
$8.02M 0.01%
159,681
-7,046
711
$8.02M 0.01%
133,852
-2,621
712
$7.99M 0.01%
68,473
+2,739
713
$7.98M 0.01%
129,048
-2,898
714
$7.92M 0.01%
84,527
+4,636
715
$7.88M 0.01%
249,400
+135,088
716
$7.88M 0.01%
151,194
-46,036
717
$7.87M 0.01%
58,941
+1,989
718
$7.85M 0.01%
92,334
+696
719
$7.84M 0.01%
191,115
+45,025
720
$7.78M 0.01%
12,068
-98
721
$7.74M 0.01%
300,446
+3,308
722
$7.71M 0.01%
127,255
-3,107
723
$7.69M 0.01%
194,404
+41,481
724
$7.66M 0.01%
27,414
+8,347
725
$7.65M 0.01%
62,215
+4,125
27 28
29
30 31