Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.4%
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 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2776
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-16,552
2777
$0 ﹤0.01%
+28,336
2778
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2779
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2780
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2781
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-24,660
2782
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2783
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-7,476
2784
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2785
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-36,955
2787
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-23,903
2788
$0 ﹤0.01%
+14,144
2789
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-171,216
2790
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2791
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-10,750
2792
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2793
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2794
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2795
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2796
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2797
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2798
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-8,317
2799
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-1,884
2800
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-18,291
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