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
101
$147M 0.24%
2,671,557
-14,613
102
$147M 0.24%
681,338
-10,495
103
$145M 0.24%
1,414,826
-1,528,804
104
$145M 0.24%
2,641,549
+135,818
105
$142M 0.23%
2,012,490
+51,319
106
$140M 0.23%
2,595,395
+220,038
107
$139M 0.23%
1,328,825
+30,983
108
$139M 0.23%
1,624,202
-35,401
109
$137M 0.22%
665,653
-44,524
110
$137M 0.22%
156,471
+7,591
111
$134M 0.22%
4,285,871
+394,250
112
$133M 0.22%
862,160
+26,384
113
$133M 0.22%
944,899
-28,742
114
$129M 0.21%
919,599
+25,714
115
$129M 0.21%
527,573
+477,920
116
$129M 0.21%
1,051,861
-5,700
117
$128M 0.21%
1,845,516
+106,370
118
$126M 0.21%
1,511,314
+24,427
119
$126M 0.21%
1,708,873
-28,737
120
$125M 0.2%
255,084
-37,882
121
$125M 0.2%
603,794
-134,246
122
$123M 0.2%
741,265
-4,022
123
$122M 0.2%
5,595,596
-659,706
124
$121M 0.2%
307,012
-1,164
125
$120M 0.2%
1,619,875
-22,443
3 4
5
6 7