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
176
$76M 0.12%
262,097
+8,456
177
$74.8M 0.12%
244,158
+9,321
178
$74.2M 0.12%
1,076,925
-22,152
179
$73.9M 0.12%
491,357
+30,084
180
$73.3M 0.12%
226,139
+5,011
181
$73.2M 0.12%
422,018
+35,072
182
$72.1M 0.12%
436,568
-26,493
183
$71.2M 0.12%
3,899,840
-127,472
184
$70.8M 0.12%
477,644
+18,339
185
$69.7M 0.11%
1,116,494
+26,784
186
$69.2M 0.11%
1,143,617
-32,138
187
$69.1M 0.11%
1,724,670
-62,361
188
$68.6M 0.11%
254,092
-11,893
189
$68M 0.11%
869,605
-111,856
190
$67.4M 0.11%
516,392
+17,746
191
$67.1M 0.11%
669,537
-271,826
192
$67M 0.11%
610,573
-31,801
193
$66.6M 0.11%
823,399
-22,054
194
$66.5M 0.11%
354,666
-12,251
195
$64.8M 0.11%
326,431
-15,409
196
$64.4M 0.11%
220,668
-779
197
$64.1M 0.1%
665,995
-70,352
198
$63.9M 0.1%
405,858
-27,320
199
$63.7M 0.1%
1,052,594
+58,942
200
$63.7M 0.1%
1,601,745
+15,749
6 7
8
9 10