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
2476
$231K ﹤0.01%
39,939
+225
2477
$231K ﹤0.01%
16,060
+119
2478
$231K ﹤0.01%
2,245
-588
2479
$231K ﹤0.01%
2,671
+103
2480
$230K ﹤0.01%
5,335
-12,021
2481
$230K ﹤0.01%
+184
2482
$229K ﹤0.01%
2,554
-635
2483
$229K ﹤0.01%
+1,361
2484
$229K ﹤0.01%
3,226
-38
2485
$229K ﹤0.01%
2,940
-1,599
2486
$228K ﹤0.01%
22,426
+1,740
2487
$228K ﹤0.01%
14,808
+853
2488
$228K ﹤0.01%
+8,184
2489
$227K ﹤0.01%
5,421
-22,823
2490
$227K ﹤0.01%
668
+200
2491
$226K ﹤0.01%
848
+447
2492
$226K ﹤0.01%
+28,949
2493
$225K ﹤0.01%
48,021
+955
2494
$224K ﹤0.01%
19,432
+8,394
2495
$223K ﹤0.01%
3,645
-9,674
2496
$223K ﹤0.01%
+11,825
2497
$223K ﹤0.01%
4,314
-78
2498
$223K ﹤0.01%
+8,879
2499
$222K ﹤0.01%
+7,568
2500
$222K ﹤0.01%
4,433
98 99
100
101 102