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
1051
$3.3M 0.01%
28,898
+1,046
1052
$3.29M 0.01%
22,687
-295
1053
$3.29M 0.01%
20,172
-191
1054
$3.28M 0.01%
109,472
-173
1055
$3.27M 0.01%
29,162
+2,886
1056
$3.27M 0.01%
176,843
+2,530
1057
$3.27M 0.01%
29,004
-348
1058
$3.26M 0.01%
+42,047
1059
$3.25M 0.01%
45,443
-45,838
1060
$3.25M 0.01%
91,987
+19,731
1061
$3.24M 0.01%
36,582
+2,344
1062
$3.24M 0.01%
39,528
+8,405
1063
$3.23M 0.01%
86,500
1064
$3.22M 0.01%
7,270
-306
1065
$3.21M 0.01%
110,957
-8,324
1066
$3.2M 0.01%
54,347
+4,894
1067
$3.19M 0.01%
6,349
-1,449
1068
$3.18M 0.01%
705,793
+45,308
1069
$3.17M 0.01%
174,224
+3,436
1070
$3.14M 0.01%
91,090
-334
1071
$3.12M 0.01%
46,430
-11,463
1072
$3.11M 0.01%
14,262
+1,137
1073
$3.1M 0.01%
51,787
+7,304
1074
$3.09M 0.01%
2,688
-100
1075
$3.08M 0.01%
29,833
+751
41 42
43
44 45