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
2026
$497K ﹤0.01%
30,818
2027
$496K ﹤0.01%
38,185
2028
$496K ﹤0.01%
19,319
-2,127
2029
$495K ﹤0.01%
50,000
2030
$495K ﹤0.01%
23,991
+8,303
2031
$495K ﹤0.01%
5,831
+1,083
2032
$494K ﹤0.01%
6,833
-2,132
2033
$494K ﹤0.01%
+34,953
2034
$494K ﹤0.01%
62,469
-2,871
2035
$494K ﹤0.01%
59,435
-2,500
2036
$492K ﹤0.01%
33,924
-253
2037
$492K ﹤0.01%
45,525
+1,723
2038
$491K ﹤0.01%
29,329
+1,307
2039
$490K ﹤0.01%
+25,955
2040
$490K ﹤0.01%
14,593
+5,893
2041
$490K ﹤0.01%
+12,225
2042
$490K ﹤0.01%
+32,030
2043
$488K ﹤0.01%
16,105
+508
2044
$488K ﹤0.01%
18,181
2045
$488K ﹤0.01%
+3,014
2046
$488K ﹤0.01%
11,005
-302
2047
$487K ﹤0.01%
18,600
2048
$487K ﹤0.01%
1,561
+16
2049
$485K ﹤0.01%
23,306
+9,750
2050
$485K ﹤0.01%
36,656
+2,707
80 81
82
83 84