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
1201
$2.36M ﹤0.01%
28,342
-34,184
1202
$2.36M ﹤0.01%
49,396
-1,735
1203
$2.35M ﹤0.01%
55,196
+13,183
1204
$2.34M ﹤0.01%
108,706
+34,475
1205
$2.34M ﹤0.01%
38,956
-1,414
1206
$2.34M ﹤0.01%
26,053
+891
1207
$2.34M ﹤0.01%
3,695
-2
1208
$2.34M ﹤0.01%
21,713
-1,134
1209
$2.34M ﹤0.01%
80,620
-6,240
1210
$2.34M ﹤0.01%
53,954
1211
$2.32M ﹤0.01%
+29,483
1212
$2.32M ﹤0.01%
22,575
-526
1213
$2.31M ﹤0.01%
691
+461
1214
$2.31M ﹤0.01%
32,174
-7,199
1215
$2.3M ﹤0.01%
61,199
-1,051
1216
$2.3M ﹤0.01%
14,531
-286
1217
$2.29M ﹤0.01%
31,673
+15,064
1218
$2.29M ﹤0.01%
+40,652
1219
$2.29M ﹤0.01%
39,930
+2,742
1220
$2.29M ﹤0.01%
14,308
-443
1221
$2.29M ﹤0.01%
40,840
+4,616
1222
$2.29M ﹤0.01%
244,953
+4,208
1223
$2.28M ﹤0.01%
+62,762
1224
$2.28M ﹤0.01%
41,822
+11,807
1225
$2.27M ﹤0.01%
31,014
+11,090
47 48
49
50 51