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
801
$6.08M 0.01%
387,588
+19,755
802
$6.08M 0.01%
248,342
+203,814
803
$6.08M 0.01%
106,057
+45,998
804
$6.07M 0.01%
134,361
+7,314
805
$6.06M 0.01%
102,777
-20,050
806
$6.04M 0.01%
75,337
+524
807
$6.04M 0.01%
192,547
+6,379
808
$6M 0.01%
427,682
+273,259
809
$5.99M 0.01%
44,248
-2,430
810
$5.94M 0.01%
54,885
-168
811
$5.91M 0.01%
57,980
+3,187
812
$5.88M 0.01%
38,192
+1,235
813
$5.88M 0.01%
163,818
+44,264
814
$5.87M 0.01%
+100,481
815
$5.85M 0.01%
138,309
+1,385
816
$5.83M 0.01%
294,172
-15,423
817
$5.79M 0.01%
80,799
+5,182
818
$5.79M 0.01%
9,470
+117
819
$5.78M 0.01%
108,925
+17,639
820
$5.75M 0.01%
386,583
+13,044
821
$5.74M 0.01%
74,574
-5,851
822
$5.69M 0.01%
31,295
+490
823
$5.69M 0.01%
14,171
+366
824
$5.68M 0.01%
242,622
+15,512
825
$5.67M 0.01%
48,370
+91
31 32
33
34 35