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
2651
– –
-47,853
2652
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-8,851
2653
– –
-16,791
2654
$0 ﹤0.01%
+242,395
2655
$0 ﹤0.01%
+28,982
2656
– –
-10,400
2657
– –
-223,149
2658
– –
-12,268
2659
– –
-216,430
2660
– –
-29,749
2661
– –
-72,372
2662
– –
-148,278
2663
– –
-2,635
2664
– –
-16,288
2665
– –
-76,992
2666
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-12,859
2667
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-10,038
2668
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-234,877
2669
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-24,369
2670
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-9,223
2671
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-12,510
2672
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-33,259
2673
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-8,277
2674
– –
-8,006
2675
– –
-28,448
105 106
107
108 109