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
1276
$2.05M ﹤0.01%
20,541
+1,888
1277
$2.05M ﹤0.01%
19,866
+2,941
1278
$2.05M ﹤0.01%
46,413
+13,862
1279
$2.04M ﹤0.01%
137,944
-5,215
1280
$2.03M ﹤0.01%
93,680
-1,704
1281
$2.02M ﹤0.01%
63,140
+2,708
1282
$2.02M ﹤0.01%
372,346
-7,303
1283
$2.02M ﹤0.01%
16,255
-21,006
1284
$2.01M ﹤0.01%
29,048
-30,111
1285
$1.99M ﹤0.01%
110,800
+89,308
1286
$1.98M ﹤0.01%
23,504
-207
1287
$1.98M ﹤0.01%
33,333
-11,136
1288
$1.98M ﹤0.01%
23,481
+11
1289
$1.98M ﹤0.01%
+37,804
1290
$1.97M ﹤0.01%
48,362
+56
1291
$1.97M ﹤0.01%
+42,119
1292
$1.97M ﹤0.01%
22,023
-298
1293
$1.97M ﹤0.01%
14,713
-3,333
1294
$1.96M ﹤0.01%
34,266
+2,454
1295
$1.95M ﹤0.01%
15,922
-22,104
1296
$1.94M ﹤0.01%
14,913
+84
1297
$1.94M ﹤0.01%
+57,365
1298
$1.94M ﹤0.01%
+74,677
1299
$1.94M ﹤0.01%
36,757
-2,993
1300
$1.93M ﹤0.01%
63,210
+17,450
50 51
52
53 54