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
1026
$3.47M 0.01%
54,992
+5,868
1027
$3.47M 0.01%
99,151
+1,256
1028
$3.47M 0.01%
59,208
-44,542
1029
$3.46M 0.01%
92,875
+44,680
1030
$3.46M 0.01%
+131,144
1031
$3.46M 0.01%
18,823
-7,950
1032
$3.45M 0.01%
38,892
-349
1033
$3.41M 0.01%
63,605
-23,192
1034
$3.41M 0.01%
201,488
+84,125
1035
$3.41M 0.01%
9,374
+711
1036
$3.39M 0.01%
41,472
-935
1037
$3.38M 0.01%
20,635
+6,992
1038
$3.38M 0.01%
14,676
+137
1039
$3.37M 0.01%
16,541
+7,296
1040
$3.37M 0.01%
27,119
+963
1041
$3.36M 0.01%
75,981
+46,505
1042
$3.36M 0.01%
91,545
+32,165
1043
$3.35M 0.01%
45,111
-1,193
1044
$3.35M 0.01%
62,297
+176
1045
$3.34M 0.01%
62,800
+25,374
1046
$3.34M 0.01%
195,070
+6,220
1047
$3.33M 0.01%
31,037
-2,420
1048
$3.32M 0.01%
108,022
+35,977
1049
$3.31M 0.01%
37,829
-2,021
1050
$3.31M 0.01%
+228,715
40 41
42
43 44