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
1226
$2.27M ﹤0.01%
44,586
+6,473
1227
$2.26M ﹤0.01%
7,975
-327
1228
$2.26M ﹤0.01%
38,133
+3,719
1229
$2.26M ﹤0.01%
+258,494
1230
$2.26M ﹤0.01%
454
+34
1231
$2.26M ﹤0.01%
58,594
-3,928
1232
$2.25M ﹤0.01%
30,342
+20,655
1233
$2.23M ﹤0.01%
78,400
-22,299
1234
$2.23M ﹤0.01%
28,993
+4,213
1235
$2.21M ﹤0.01%
5,321
-84
1236
$2.18M ﹤0.01%
123,404
-9,999
1237
$2.17M ﹤0.01%
105,129
+67,788
1238
$2.17M ﹤0.01%
95,250
+62,170
1239
$2.17M ﹤0.01%
+36,038
1240
$2.17M ﹤0.01%
54,018
-186
1241
$2.16M ﹤0.01%
99,327
+11,763
1242
$2.16M ﹤0.01%
31,584
+10,260
1243
$2.16M ﹤0.01%
33,225
-4,525
1244
$2.16M ﹤0.01%
94,362
+6,116
1245
$2.16M ﹤0.01%
20,130
+446
1246
$2.16M ﹤0.01%
79,111
+15,686
1247
$2.16M ﹤0.01%
627,561
+19,647
1248
$2.16M ﹤0.01%
79,239
+12,787
1249
$2.15M ﹤0.01%
37,553
+6,189
1250
$2.15M ﹤0.01%
60,465
+2,648
48 49
50
51 52