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
151
$90.9M 0.15%
1,060,600
-237,078
152
$88.5M 0.14%
927,777
-81,932
153
$87.4M 0.14%
329,343
-6,427
154
$87M 0.14%
903,486
+48,731
155
$86.7M 0.14%
878,226
-94,016
156
$84.4M 0.14%
597,706
-40,554
157
$84M 0.14%
387,140
+11,673
158
$83.7M 0.14%
149,798
+19,063
159
$83.3M 0.14%
367,390
-13,929
160
$82.8M 0.14%
1,095,421
-105,664
161
$82.6M 0.14%
1,135,704
+4,833
162
$82.3M 0.13%
1,233,631
-111,512
163
$81.3M 0.13%
1,420,059
+1,287,183
164
$81.2M 0.13%
1,612,816
-582
165
$80.8M 0.13%
433,059
-19,462
166
$80M 0.13%
457,974
-2,250
167
$79.5M 0.13%
1,358,992
-17,049
168
$78.8M 0.13%
223,346
+1,443
169
$78.7M 0.13%
2,000,561
+167,403
170
$78.7M 0.13%
671,117
-27,507
171
$77.7M 0.13%
737,185
+7,762
172
$77M 0.13%
540,602
+8,387
173
$76.9M 0.13%
321,141
+11,691
174
$76.8M 0.13%
1,213,347
+85,311
175
$76.5M 0.13%
665,328
-2,339,749
5 6
7
8 9