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
851
$5.31M 0.01%
54,283
-566
852
$5.27M 0.01%
31,674
+8,758
853
$5.27M 0.01%
69,026
+263
854
$5.26M 0.01%
64,851
+597
855
$5.26M 0.01%
79,213
-2,743
856
$5.25M 0.01%
101,380
-7,539
857
$5.22M 0.01%
223,488
+6,698
858
$5.22M 0.01%
32,270
+2,088
859
$5.22M 0.01%
+202,238
860
$5.21M 0.01%
90,601
+43,947
861
$5.21M 0.01%
109,330
-620
862
$5.21M 0.01%
278,894
-1,462
863
$5.2M 0.01%
84,540
+13,798
864
$5.17M 0.01%
119,200
-3,398
865
$5.16M 0.01%
186,805
+70,000
866
$5.15M 0.01%
14,680
+1,543
867
$5.13M 0.01%
86,121
+20,090
868
$5.12M 0.01%
36,738
+1,130
869
$5.12M 0.01%
118,952
870
$5.1M 0.01%
53,055
871
$5.1M 0.01%
87,382
+10,388
872
$5.09M 0.01%
40,754
-1,083
873
$5.08M 0.01%
29,442
-5,903
874
$5.08M 0.01%
85,676
+4,308
875
$5.07M 0.01%
42,385
+3,334
33 34
35
36 37