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
901
$4.72M 0.01%
60,839
+1,600
902
$4.71M 0.01%
34,282
+1,724
903
$4.71M 0.01%
42,796
-1,198
904
$4.69M 0.01%
25,092
-2,101
905
$4.67M 0.01%
45,382
+38
906
$4.67M 0.01%
170,126
+29,197
907
$4.66M 0.01%
39,735
-1,543
908
$4.65M 0.01%
114,151
-1,495
909
$4.64M 0.01%
+171,982
910
$4.63M 0.01%
32,031
-15,666
911
$4.63M 0.01%
159,064
+91,167
912
$4.63M 0.01%
57,042
+256
913
$4.62M 0.01%
51,965
+5,713
914
$4.58M 0.01%
85,607
-36,783
915
$4.55M 0.01%
72,004
-3,070
916
$4.51M 0.01%
49,508
+1,054
917
$4.5M 0.01%
18,969
+208
918
$4.49M 0.01%
138,055
+1,256
919
$4.48M 0.01%
115,257
-2,348
920
$4.47M 0.01%
79,678
-1,401
921
$4.47M 0.01%
46,944
-2,355
922
$4.45M 0.01%
46,909
-1
923
$4.44M 0.01%
134,233
+12,409
924
$4.44M 0.01%
46,591
+4,092
925
$4.43M 0.01%
167,980
+92,267
35 36
37
38 39