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
2001
$515K ﹤0.01%
10,422
+2,403
2002
$513K ﹤0.01%
32,922
+3,868
2003
$513K ﹤0.01%
16,150
-718
2004
$513K ﹤0.01%
41,688
+175
2005
$513K ﹤0.01%
25,139
2006
$513K ﹤0.01%
20,449
-1,690
2007
$511K ﹤0.01%
12,219
+50
2008
$511K ﹤0.01%
10,294
-30,375
2009
$510K ﹤0.01%
+2,280
2010
$510K ﹤0.01%
5,051
+48
2011
$509K ﹤0.01%
+32,050
2012
$508K ﹤0.01%
48,449
+22,477
2013
$505K ﹤0.01%
7,803
+1,800
2014
$505K ﹤0.01%
1,908
-111
2015
$504K ﹤0.01%
42,680
2016
$503K ﹤0.01%
29,333
+9,247
2017
$503K ﹤0.01%
10,650
+1,505
2018
$503K ﹤0.01%
7,452
+99
2019
$502K ﹤0.01%
11,589
-1,675
2020
$502K ﹤0.01%
51,722
-4,000
2021
$502K ﹤0.01%
+18,577
2022
$501K ﹤0.01%
+20,671
2023
$500K ﹤0.01%
11,259
-787
2024
$500K ﹤0.01%
10,449
-6
2025
$500K ﹤0.01%
2,571
+1,271
79 80
81
82 83