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
1001
$3.73M 0.01%
68,350
-12,070
1002
$3.72M 0.01%
62,640
+12,964
1003
$3.72M 0.01%
42,817
+3,982
1004
$3.71M 0.01%
142,632
+34,514
1005
$3.7M 0.01%
45,599
+17,376
1006
$3.69M 0.01%
87,754
+7,408
1007
$3.68M 0.01%
80,518
-5,337
1008
$3.68M 0.01%
100,521
+6,981
1009
$3.67M 0.01%
112,096
+18,357
1010
$3.65M 0.01%
100,860
+32,878
1011
$3.63M 0.01%
126,356
-21,117
1012
$3.6M 0.01%
76,860
+2,881
1013
$3.58M 0.01%
89,097
+27,009
1014
$3.57M 0.01%
249,128
+9,272
1015
$3.56M 0.01%
145,255
-9,338
1016
$3.56M 0.01%
57,216
-16,274
1017
$3.56M 0.01%
17,329
+2,116
1018
$3.55M 0.01%
7,725
+1,788
1019
$3.54M 0.01%
16,164
+1,344
1020
$3.54M 0.01%
24,448
+19,993
1021
$3.54M 0.01%
101,602
-50,279
1022
$3.51M 0.01%
33,576
+731
1023
$3.5M 0.01%
19,165
-2,034
1024
$3.49M 0.01%
53,933
+8,113
1025
$3.48M 0.01%
69,305
-594
39 40
41
42 43