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
51
$279M 0.46%
4,611,555
-737,947
52
$273M 0.45%
1,526,906
+56,903
53
$269M 0.44%
3,320,865
+11,200
54
$265M 0.43%
2,136,623
-53,925
55
$263M 0.43%
3,146,806
-109,016
56
$255M 0.42%
890,495
-25,308
57
$252M 0.41%
660,655
-11,242
58
$249M 0.41%
1,846,846
-22,062
59
$248M 0.41%
2,097,169
-63,774
60
$245M 0.4%
3,865,222
+292,886
61
$245M 0.4%
2,979,563
+1,570,907
62
$244M 0.4%
3,157,167
+1,189,683
63
$235M 0.39%
5,710,276
+58,919
64
$233M 0.38%
979,944
+52,206
65
$232M 0.38%
1,499,896
-38,869
66
$229M 0.37%
824,112
-47,875
67
$228M 0.37%
4,064,221
+710,737
68
$226M 0.37%
984,020
-246,875
69
$215M 0.35%
10,733,240
-1,800,920
70
$213M 0.35%
5,435,750
+147,241
71
$211M 0.35%
3,157,372
-176,684
72
$210M 0.34%
554,173
-5,645
73
$205M 0.34%
1,619,924
-50,835
74
$204M 0.33%
928,611
+3,764
75
$203M 0.33%
1,994,297
+1,526,023
1 2
3
4 5