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
951
$4.22M 0.01%
32,365
+5,476
952
$4.21M 0.01%
88,489
+45,307
953
$4.2M 0.01%
46,702
+20,287
954
$4.2M 0.01%
+107,933
955
$4.19M 0.01%
114,509
-12,967
956
$4.19M 0.01%
71,286
+3,943
957
$4.19M 0.01%
118,314
+79,038
958
$4.17M 0.01%
85,298
+3,100
959
$4.16M 0.01%
21,485
+240
960
$4.15M 0.01%
155,150
-303,008
961
$4.14M 0.01%
25,200
-1,266
962
$4.14M 0.01%
42,482
+1,674
963
$4.13M 0.01%
55,413
-1,425
964
$4.12M 0.01%
202,785
+634
965
$4.09M 0.01%
78,461
+16,580
966
$4.09M 0.01%
82,261
-148,077
967
$4.08M 0.01%
88,138
+5,696
968
$4.05M 0.01%
70,604
+17,293
969
$4.03M 0.01%
71,688
-7,428
970
$4.02M 0.01%
43,131
+8,670
971
$4.01M 0.01%
157,720
+18,958
972
$4M 0.01%
107,261
+1,211
973
$3.97M 0.01%
64,711
+1,141
974
$3.96M 0.01%
22,616
-230
975
$3.96M 0.01%
30,531
+470
37 38
39
40 41