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
1101
$2.94M ﹤0.01%
95,723
-7,982
1102
$2.92M ﹤0.01%
19,323
+1,887
1103
$2.92M ﹤0.01%
22,304
+8,816
1104
$2.92M ﹤0.01%
72,336
+6,512
1105
$2.92M ﹤0.01%
26,506
-1,337
1106
$2.91M ﹤0.01%
30,933
+852
1107
$2.9M ﹤0.01%
34,312
+35
1108
$2.88M ﹤0.01%
63,190
+2,056
1109
$2.87M ﹤0.01%
69,858
+244
1110
$2.87M ﹤0.01%
51,743
-2,688
1111
$2.86M ﹤0.01%
55,663
+35,882
1112
$2.84M ﹤0.01%
4,381
-141
1113
$2.83M ﹤0.01%
81,643
-11,783
1114
$2.82M ﹤0.01%
37,357
-166
1115
$2.82M ﹤0.01%
14,665
-393
1116
$2.81M ﹤0.01%
90,397
+1,765
1117
$2.81M ﹤0.01%
65,122
+3,730
1118
$2.8M ﹤0.01%
36,919
-14,023
1119
$2.8M ﹤0.01%
222,644
+4,010
1120
$2.8M ﹤0.01%
21,490
+231
1121
$2.8M ﹤0.01%
12,327
+287
1122
$2.79M ﹤0.01%
35,607
+1,839
1123
$2.79M ﹤0.01%
61,526
+1,611
1124
$2.79M ﹤0.01%
69,792
-96,031
1125
$2.79M ﹤0.01%
37,763
+387
43 44
45
46 47