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
2726
– –
-6,333
2727
$0 ﹤0.01%
+17,249
2728
– –
-16,552
2729
$0 ﹤0.01%
+28,336
2730
– –
-14,692
2731
– –
-12,382
2732
– –
-51,951
2733
– –
-7,476
2734
– –
-39,504
2735
– –
-23,903
2736
– –
-10,750
2737
– –
-16,733
2738
– –
-93,361
2739
– –
-25,486
2740
– –
-48,253
2741
– –
-21,414
2742
– –
-4,928
2743
– –
-18
2744
– –
-10,328
2745
– –
-9,414
2746
– –
-30,600
2747
– –
-22,641
2748
– –
-32,215
2749
– –
-17,107
2750
– –
-25,068
108 109
110
111 112