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
1251
$2.14M ﹤0.01%
82,501
+71,538
1252
$2.14M ﹤0.01%
43,499
-4,070
1253
$2.13M ﹤0.01%
83,870
1254
$2.13M ﹤0.01%
31,847
+428
1255
$2.13M ﹤0.01%
114,069
+15,045
1256
$2.13M ﹤0.01%
308,705
+213,313
1257
$2.12M ﹤0.01%
38,072
+3,747
1258
$2.12M ﹤0.01%
54,499
-42
1259
$2.12M ﹤0.01%
87,027
+11,390
1260
$2.12M ﹤0.01%
48,676
+6,240
1261
$2.11M ﹤0.01%
29,803
-358
1262
$2.11M ﹤0.01%
155,503
+54,302
1263
$2.11M ﹤0.01%
41,865
+692
1264
$2.09M ﹤0.01%
64,205
+41,709
1265
$2.09M ﹤0.01%
13,276
-190
1266
$2.09M ﹤0.01%
62,755
+4,371
1267
$2.09M ﹤0.01%
93,290
-69,384
1268
$2.08M ﹤0.01%
11,534
-38
1269
$2.08M ﹤0.01%
+34,266
1270
$2.07M ﹤0.01%
68,155
+28,727
1271
$2.06M ﹤0.01%
90,871
-8,289
1272
$2.06M ﹤0.01%
27,736
+10,050
1273
$2.06M ﹤0.01%
83,061
+3,699
1274
$2.06M ﹤0.01%
10,544
-410
1275
$2.06M ﹤0.01%
44,473
+406
49 50
51
52 53