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
1151
$2.59M ﹤0.01%
178,081
+103,090
1152
$2.58M ﹤0.01%
33,102
-3,936
1153
$2.58M ﹤0.01%
48,491
-8,432
1154
$2.58M ﹤0.01%
23,357
+1,024
1155
$2.57M ﹤0.01%
48,009
+1,699
1156
$2.56M ﹤0.01%
101,861
+11,104
1157
$2.55M ﹤0.01%
42,628
+961
1158
$2.55M ﹤0.01%
+87,565
1159
$2.55M ﹤0.01%
17,337
-240
1160
$2.55M ﹤0.01%
33,338
+6,303
1161
$2.54M ﹤0.01%
8,750
-536
1162
$2.53M ﹤0.01%
81,696
+168
1163
$2.53M ﹤0.01%
18,589
+1,615
1164
$2.52M ﹤0.01%
80,487
1165
$2.52M ﹤0.01%
27,486
+78
1166
$2.52M ﹤0.01%
59,725
-13,784
1167
$2.51M ﹤0.01%
15,338
-378
1168
$2.51M ﹤0.01%
35,883
+961
1169
$2.5M ﹤0.01%
48,421
+548
1170
$2.5M ﹤0.01%
21,491
+739
1171
$2.48M ﹤0.01%
37,725
-1,662
1172
$2.48M ﹤0.01%
36,707
+170
1173
$2.47M ﹤0.01%
26,711
+1,264
1174
$2.47M ﹤0.01%
169,375
+1,079
1175
$2.46M ﹤0.01%
11,363
-117
45 46
47
48 49