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
126
$119M 0.2%
409,575
+11,568
127
$119M 0.19%
1,030,860
-14,335
128
$118M 0.19%
1,827,292
-35,084
129
$118M 0.19%
1,009,185
-50,325
130
$114M 0.19%
226,494
-7,981
131
$113M 0.18%
599,839
+4,061
132
$112M 0.18%
374,116
-27,743
133
$107M 0.17%
441,810
-33,618
134
$107M 0.17%
815,922
+38,064
135
$106M 0.17%
433,619
-10,741
136
$106M 0.17%
1,452,725
-91,136
137
$103M 0.17%
2,153,340
+81,350
138
$102M 0.17%
247,483
+13,488
139
$102M 0.17%
1,312,995
+19,103
140
$101M 0.16%
942,305
-55,948
141
$97M 0.16%
1,126,275
+41,126
142
$96.8M 0.16%
2,183,094
-48,343
143
$96.7M 0.16%
583,892
+6,133
144
$94.3M 0.15%
1,527,597
+1,273,323
145
$93.1M 0.15%
984,701
+78,961
146
$91.8M 0.15%
1,001,046
+16,074
147
$91.7M 0.15%
242,465
-4,230
148
$91.2M 0.15%
999,838
+31,103
149
$91.2M 0.15%
1,600,171
-20,195
150
$91.1M 0.15%
650,389
+48,991
4 5
6
7 8