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
976
$3.95M 0.01%
104,423
+5,085
977
$3.94M 0.01%
142,354
+128,828
978
$3.94M 0.01%
119,881
+774
979
$3.94M 0.01%
116,189
-990
980
$3.94M 0.01%
220,623
+2,897
981
$3.94M 0.01%
+185,665
982
$3.93M 0.01%
10,528
+705
983
$3.92M 0.01%
17,622
+241
984
$3.92M 0.01%
40,003
+12,955
985
$3.9M 0.01%
40,339
+4,071
986
$3.89M 0.01%
93,137
+3,461
987
$3.86M 0.01%
73,294
+478
988
$3.85M 0.01%
159,411
+1,654
989
$3.85M 0.01%
620,130
-45,198
990
$3.85M 0.01%
14,653
+1,665
991
$3.84M 0.01%
53,835
+4,393
992
$3.82M 0.01%
101,894
+1,614
993
$3.81M 0.01%
29,410
+485
994
$3.81M 0.01%
116,170
-1,081
995
$3.79M 0.01%
50,374
-2,419
996
$3.79M 0.01%
32,765
+5,746
997
$3.77M 0.01%
93,677
+1,584
998
$3.77M 0.01%
52,290
+3,896
999
$3.76M 0.01%
42,925
-1,267
1000
$3.75M 0.01%
24,477
+2,783
38 39
40
41 42