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
2551
$195K ﹤0.01%
6,177
-460
2552
$194K ﹤0.01%
14
2553
$192K ﹤0.01%
17,851
2554
$192K ﹤0.01%
8,725
-5
2555
$188K ﹤0.01%
10,935
2556
$187K ﹤0.01%
+10,029
2557
$186K ﹤0.01%
19,961
-25,797
2558
$183K ﹤0.01%
160
2559
$183K ﹤0.01%
15,001
-970
2560
$182K ﹤0.01%
27,000
-75,456
2561
$180K ﹤0.01%
13,316
2562
$176K ﹤0.01%
16,273
+2,150
2563
$175K ﹤0.01%
+13,453
2564
$173K ﹤0.01%
24,287
-32,575
2565
$173K ﹤0.01%
+10,745
2566
$172K ﹤0.01%
20,000
2567
$169K ﹤0.01%
2,963
2568
$169K ﹤0.01%
27,021
+1,289
2569
$168K ﹤0.01%
37,744
+5,249
2570
$167K ﹤0.01%
42,754
-1,568
2571
$165K ﹤0.01%
16,874
-1,429
2572
$164K ﹤0.01%
+18,076
2573
$161K ﹤0.01%
23,394
2574
$159K ﹤0.01%
4,102
2575
$157K ﹤0.01%
15,702
-21,800
101 102
103
104 105