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
726
$7.64M 0.01%
70,708
-13
727
$7.62M 0.01%
38,800
+4,093
728
$7.61M 0.01%
37,740
+85
729
$7.61M 0.01%
117,039
+44,763
730
$7.6M 0.01%
146,779
+8,578
731
$7.59M 0.01%
81,474
-51,670
732
$7.57M 0.01%
66,166
+24,665
733
$7.57M 0.01%
207,484
-915
734
$7.54M 0.01%
39,027
-195
735
$7.54M 0.01%
92,138
-528
736
$7.49M 0.01%
48,499
-1,099
737
$7.44M 0.01%
113,536
-10,881
738
$7.42M 0.01%
148,915
+2,451
739
$7.4M 0.01%
31,970
+26,338
740
$7.38M 0.01%
176,887
-10,446
741
$7.33M 0.01%
91,579
-4,642
742
$7.32M 0.01%
62,176
+1,253
743
$7.31M 0.01%
133,967
-15,079
744
$7.22M 0.01%
97,005
+8,277
745
$7.22M 0.01%
159,671
-34,655
746
$7.2M 0.01%
218,564
+7,388
747
$7.17M 0.01%
4,604
-179
748
$7.08M 0.01%
112,746
+8,101
749
$7.07M 0.01%
94,259
-1,556
750
$7.07M 0.01%
46,597
+95
28 29
30
31 32