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
2526
$211K ﹤0.01%
14,156
+61
2527
$211K ﹤0.01%
1,606
-325
2528
$211K ﹤0.01%
12,441
+1,872
2529
$210K ﹤0.01%
13,394
+849
2530
$210K ﹤0.01%
+3,857
2531
$209K ﹤0.01%
10,421
+91
2532
$208K ﹤0.01%
+4,602
2533
$208K ﹤0.01%
+3,192
2534
$207K ﹤0.01%
19,313
2535
$207K ﹤0.01%
1,285
2536
$206K ﹤0.01%
+14,759
2537
$205K ﹤0.01%
31,410
-852
2538
$205K ﹤0.01%
+7,837
2539
$204K ﹤0.01%
3,500
-3,500
2540
$204K ﹤0.01%
18,248
+2,000
2541
$204K ﹤0.01%
14,160
2542
$203K ﹤0.01%
2,695
-2,152
2543
$203K ﹤0.01%
20,930
+15
2544
$202K ﹤0.01%
+7,534
2545
$201K ﹤0.01%
+1,073
2546
$201K ﹤0.01%
+1,197
2547
$200K ﹤0.01%
17,475
2548
$199K ﹤0.01%
33,200
-5,482
2549
$199K ﹤0.01%
14,500
2550
$198K ﹤0.01%
14,444
-1,000
100 101
102
103 104