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
76
$197M 0.32%
538,794
+6,459
77
$196M 0.32%
805,882
-7,531
78
$194M 0.32%
1,218,420
-198
79
$191M 0.31%
1,769,337
+70,832
80
$191M 0.31%
3,022,228
-53,014
81
$188M 0.31%
3,639,815
+135,220
82
$186M 0.3%
1,301,723
+79,444
83
$178M 0.29%
1,799,355
-90,564
84
$176M 0.29%
907,710
-60,342
85
$176M 0.29%
1,571,346
-40,790
86
$176M 0.29%
1,307,026
+24,005
87
$173M 0.28%
295,353
+11,612
88
$171M 0.28%
718,743
+1,759
89
$166M 0.27%
1,424,205
+15,053
90
$166M 0.27%
3,529,332
-191,292
91
$164M 0.27%
1,059,108
-78,174
92
$161M 0.26%
1,529,752
+22,875
93
$160M 0.26%
3,923,071
-189,840
94
$158M 0.26%
702,721
+18,857
95
$157M 0.26%
2,013,648
-1,108
96
$154M 0.25%
808,129
-25,561
97
$153M 0.25%
2,087,889
-275,164
98
$152M 0.25%
2,795,054
+98,325
99
$151M 0.25%
1,336,709
-6,791
100
$149M 0.24%
645,232
-11,458
2 3
4
5 6