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
926
$4.4M 0.01%
51,191
-1,231
927
$4.4M 0.01%
61,690
+288
928
$4.4M 0.01%
72,716
-12,696
929
$4.4M 0.01%
805,056
-2,161
930
$4.38M 0.01%
195,372
+33,036
931
$4.37M 0.01%
47,868
+468
932
$4.36M 0.01%
43,849
+7,939
933
$4.36M 0.01%
32,308
+4,457
934
$4.36M 0.01%
10,401
+4,188
935
$4.35M 0.01%
9,160
+701
936
$4.34M 0.01%
41,092
-23,705
937
$4.33M 0.01%
71,248
+7,553
938
$4.32M 0.01%
17,072
+8
939
$4.32M 0.01%
138,450
+1,546
940
$4.31M 0.01%
16,816
+2,417
941
$4.3M 0.01%
252,500
+3,333
942
$4.29M 0.01%
42,072
+1,090
943
$4.28M 0.01%
53,592
-223
944
$4.27M 0.01%
15,486
-1,890
945
$4.25M 0.01%
157,553
+23,895
946
$4.25M 0.01%
29,362
+6,062
947
$4.24M 0.01%
44,244
+3,197
948
$4.23M 0.01%
43,505
-2,364
949
$4.23M 0.01%
18,909
+749
950
$4.22M 0.01%
37,116
+192
36 37
38
39 40