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
2751
– –
-51,154
2752
– –
-9,106
2753
– –
-7,295
2754
– –
-6,052
2755
– –
-18,786
2756
– –
-3,700
2757
– –
-3,355
2758
– –
-6,333
2759
$0 ﹤0.01%
+17,249
2760
– –
-16,552
2761
$0 ﹤0.01%
+28,336
2762
– –
-14,692
2763
– –
-12,382
2764
– –
-15,336
2765
– –
-24,660
2766
– –
-51,951
2767
– –
-7,476
2768
– –
-4,386
2769
– –
-39,504
2770
– –
-36,955
2771
– –
-23,903
2772
$0 ﹤0.01%
+14,144
2773
– –
-171,216
2774
– –
-10,750
2775
– –
-16,733
109 110
111
112 113