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
1076
$3.07M 0.01%
166,578
+43,884
1077
$3.07M 0.01%
20,048
+15,868
1078
$3.06M 0.01%
56,434
-2,795
1079
$3.04M 0.01%
23,912
+3,198
1080
$3.04M 0.01%
90,819
+22,130
1081
$3.04M 0.01%
54,772
+33,896
1082
$3.03M 0.01%
19,657
-649
1083
$3.03M ﹤0.01%
22,179
+695
1084
$3.02M ﹤0.01%
191,000
+412
1085
$3M ﹤0.01%
60,454
-2,012
1086
$2.98M ﹤0.01%
51,109
+24,272
1087
$2.97M ﹤0.01%
47,700
-1,364
1088
$2.97M ﹤0.01%
19,699
+10,993
1089
$2.97M ﹤0.01%
9,386
-181
1090
$2.97M ﹤0.01%
56,792
-514
1091
$2.97M ﹤0.01%
180,724
+19,372
1092
$2.97M ﹤0.01%
134,967
-6,786
1093
$2.96M ﹤0.01%
163,902
-2,588
1094
$2.95M ﹤0.01%
17,906
-3,181
1095
$2.95M ﹤0.01%
37,352
-2,572
1096
$2.95M ﹤0.01%
98,355
+50,620
1097
$2.94M ﹤0.01%
82,931
+3,411
1098
$2.94M ﹤0.01%
63,536
-5,532
1099
$2.94M ﹤0.01%
97,333
-1,448
1100
$2.94M ﹤0.01%
67,642
-53,891
42 43
44
45 46