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
776
$6.55M 0.01%
201,240
+17,660
777
$6.54M 0.01%
151,277
+1,845
778
$6.54M 0.01%
94,518
-11,768
779
$6.5M 0.01%
200,293
+29,013
780
$6.5M 0.01%
75,345
+1,812
781
$6.49M 0.01%
160,678
+1,759
782
$6.49M 0.01%
47,507
+2,858
783
$6.48M 0.01%
96,145
+6,958
784
$6.47M 0.01%
99,520
-4,560
785
$6.45M 0.01%
106,815
+10,020
786
$6.43M 0.01%
43,687
+2,821
787
$6.42M 0.01%
189,421
+107,008
788
$6.39M 0.01%
134,103
+125,991
789
$6.39M 0.01%
123,285
+3,589
790
$6.38M 0.01%
39,026
-2,177
791
$6.37M 0.01%
60,586
+17,019
792
$6.34M 0.01%
123,659
+49,468
793
$6.3M 0.01%
226,410
+15,878
794
$6.29M 0.01%
303,236
+13,876
795
$6.19M 0.01%
116,942
+68
796
$6.17M 0.01%
113,974
-5,402
797
$6.16M 0.01%
37,155
+5,099
798
$6.11M 0.01%
132,128
+2,417
799
$6.11M 0.01%
29,631
-6,642
800
$6.1M 0.01%
68,409
+1,823
30 31
32
33 34