Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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 7.77%
5 Industrials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.1B 3.43%
4,885,685
-187,325
2
$1.45B 2.38%
5,361,582
-40,567
3
$1.42B 2.33%
3,328,036
+1,542
4
$1.16B 1.9%
8,485,990
-93,983
5
$1.11B 1.81%
20,476,798
-333,376
6
$972M 1.59%
36,883,972
-46,283
7
$715M 1.17%
26,866,434
-541,338
8
$685M 1.12%
2,146,768
-29,920
9
$667M 1.09%
3,877,700
+83,760
10
$631M 1.03%
5,032,360
-118,020
11
$598M 0.98%
4,351,202
+108,661
12
$563M 0.92%
2,072,414
+4,963
13
$552M 0.9%
3,348,869
+6,475
14
$530M 0.87%
3,591,262
+503,072
15
$484M 0.79%
6,469,631
+465,503
16
$477M 0.78%
4,220,040
-256,833
17
$474M 0.77%
2,026,763
+32,363
18
$469M 0.77%
7,002,173
+102,983
19
$449M 0.73%
2,889,213
+54,574
20
$436M 0.71%
1,956,628
-31,794
21
$408M 0.67%
5,242,430
-199,087
22
$408M 0.67%
1,149,978
-49,631
23
$405M 0.66%
7,534,750
-411,790
24
$400M 0.65%
1,015,768
+49,043
25
$397M 0.65%
5,038,167
-44,814
1
2 3 4 5