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
1126
$2.79M ﹤0.01%
140,418
+3,801
1127
$2.78M ﹤0.01%
81,251
-3,989
1128
$2.78M ﹤0.01%
30,497
+2,309
1129
$2.76M ﹤0.01%
105,964
+3,470
1130
$2.75M ﹤0.01%
105,148
-38,740
1131
$2.74M ﹤0.01%
88,991
+30,048
1132
$2.74M ﹤0.01%
78,430
-10,802
1133
$2.74M ﹤0.01%
37,372
+3,967
1134
$2.71M ﹤0.01%
41,938
1135
$2.69M ﹤0.01%
+45,088
1136
$2.69M ﹤0.01%
28,944
+10,808
1137
$2.68M ﹤0.01%
11,100
+2,391
1138
$2.68M ﹤0.01%
50,008
+10,994
1139
$2.68M ﹤0.01%
29,125
+12,186
1140
$2.68M ﹤0.01%
284,517
-171,032
1141
$2.67M ﹤0.01%
54,039
+2,727
1142
$2.67M ﹤0.01%
143,683
+3,355
1143
$2.66M ﹤0.01%
56,735
-4,382
1144
$2.64M ﹤0.01%
117,717
-2,731
1145
$2.63M ﹤0.01%
70,700
+35,858
1146
$2.63M ﹤0.01%
76,535
+4,810
1147
$2.63M ﹤0.01%
135,808
-11,525
1148
$2.61M ﹤0.01%
16,558
-8,106
1149
$2.61M ﹤0.01%
39,187
-36,531
1150
$2.61M ﹤0.01%
9,492
+1,874
44 45
46
47 48