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
751
$7.06M 0.01%
46,908
+115
752
$7.05M 0.01%
116,605
+1,603
753
$7.02M 0.01%
612,567
+154,314
754
$6.95M 0.01%
110,902
-6,114
755
$6.94M 0.01%
257,804
-82,733
756
$6.93M 0.01%
77,406
+839
757
$6.91M 0.01%
38,877
+194
758
$6.88M 0.01%
136,190
+2,379
759
$6.86M 0.01%
223,739
+144,669
760
$6.85M 0.01%
48,629
+21,723
761
$6.84M 0.01%
61,002
-38,193
762
$6.83M 0.01%
107,440
+10,053
763
$6.83M 0.01%
101,168
-1,264
764
$6.82M 0.01%
82,090
+8,002
765
$6.8M 0.01%
81,376
+14,928
766
$6.75M 0.01%
52,973
+5,333
767
$6.75M 0.01%
19,636
-279
768
$6.75M 0.01%
71,299
-104
769
$6.72M 0.01%
183,878
-31,684
770
$6.71M 0.01%
214,488
+56,946
771
$6.65M 0.01%
70,820
-329
772
$6.65M 0.01%
75,594
+7,061
773
$6.62M 0.01%
622,555
+11,502
774
$6.61M 0.01%
139,610
-15,411
775
$6.57M 0.01%
108,744
+25,566
29 30
31
32 33