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
876
$5.06M 0.01%
292,724
+37,483
877
$5.04M 0.01%
96,767
+13,349
878
$5.04M 0.01%
26,934
+186
879
$5.02M 0.01%
15,595
+176
880
$5.02M 0.01%
277,721
+10,031
881
$4.99M 0.01%
227,476
+5,433
882
$4.99M 0.01%
77,526
-392
883
$4.98M 0.01%
32,481
+438
884
$4.94M 0.01%
17,933
+85
885
$4.93M 0.01%
96,103
+3,942
886
$4.92M 0.01%
57,708
+1,651
887
$4.92M 0.01%
36,516
-1,020
888
$4.91M 0.01%
239,573
+2,000
889
$4.91M 0.01%
+157,975
890
$4.88M 0.01%
248,954
-68,691
891
$4.86M 0.01%
213,582
+63,082
892
$4.86M 0.01%
12,562
-178
893
$4.85M 0.01%
77,779
+3,557
894
$4.83M 0.01%
138,748
+87,826
895
$4.82M 0.01%
33,919
+675
896
$4.8M 0.01%
61,900
+5,892
897
$4.74M 0.01%
127,439
+2,802
898
$4.74M 0.01%
148,497
+49,787
899
$4.73M 0.01%
34,578
-751
900
$4.72M 0.01%
96,462
+3,309
34 35
36
37 38