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
201
$63.6M 0.1%
1,334,661
-146,114
202
$62.9M 0.1%
218,642
+5,634
203
$62.9M 0.1%
341,441
+4,671
204
$62.8M 0.1%
326,576
-14,069
205
$62.4M 0.1%
581,862
+45,780
206
$62.3M 0.1%
757,201
+56,837
207
$62.2M 0.1%
256,517
+7,898
208
$61.2M 0.1%
680,835
-8,604
209
$60.8M 0.1%
195,031
-59,093
210
$60.7M 0.1%
1,454,733
+1,244,218
211
$60.2M 0.1%
363,074
-409,419
212
$60.1M 0.1%
742,357
+128,585
213
$59.7M 0.1%
582,827
+108,460
214
$59.7M 0.1%
421,407
-30,488
215
$58.5M 0.1%
486,705
-5,731
216
$58.2M 0.1%
1,124,031
-277,542
217
$57.8M 0.09%
251,898
-7,455
218
$57.5M 0.09%
882,900
+33,600
219
$56.1M 0.09%
237,280
+10,462
220
$55.2M 0.09%
667,187
+61,421
221
$54.6M 0.09%
2,649,357
+712,483
222
$54.2M 0.09%
889,581
+15,838
223
$54M 0.09%
3,094,226
+2,755,675
224
$54M 0.09%
697,543
+53,014
225
$53M 0.09%
2,102,997
+86,898
7 8
9
10 11