Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$162M
2
+$151M
3
+$129M
4
CMI icon
Cummins
CMI
+$122M
5
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$92.9M

Top Sells

1
+$268M
2
+$157M
3
+$78.5M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$67.5M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$55.5M

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
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-23,903
2752
$0 ﹤0.01%
+14,144
2753
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-171,216
2754
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-7,215
2755
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-10,750
2756
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2757
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-65,249
2758
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-93,361
2759
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-22,731
2760
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-25,486
2761
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2762
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-8,317
2763
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-1,884
2764
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2765
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2766
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-10,753
2767
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2768
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2769
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2770
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2771
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-18
2772
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2773
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2774
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-30,600
2775
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-22,641
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