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
1301
$1.93M ﹤0.01%
18,254
-29,588
1302
$1.93M ﹤0.01%
37,207
-19,996
1303
$1.93M ﹤0.01%
73,131
-140
1304
$1.93M ﹤0.01%
40,249
+1,965
1305
$1.92M ﹤0.01%
71,237
+24,264
1306
$1.92M ﹤0.01%
14,848
-839
1307
$1.92M ﹤0.01%
42,322
-2,819
1308
$1.91M ﹤0.01%
49,583
+3,605
1309
$1.91M ﹤0.01%
34,859
-10,482
1310
$1.91M ﹤0.01%
3,585
+156
1311
$1.91M ﹤0.01%
+7,526
1312
$1.9M ﹤0.01%
35,957
+12,112
1313
$1.9M ﹤0.01%
152,239
-69,465
1314
$1.88M ﹤0.01%
3,420
+146
1315
$1.88M ﹤0.01%
43,030
-552
1316
$1.87M ﹤0.01%
81,050
-2,411
1317
$1.87M ﹤0.01%
46,444
-8,151
1318
$1.87M ﹤0.01%
20,373
+1,333
1319
$1.87M ﹤0.01%
7,261
+1,544
1320
$1.87M ﹤0.01%
21,992
+1,561
1321
$1.87M ﹤0.01%
21,881
-3,923
1322
$1.86M ﹤0.01%
429,078
+203,238
1323
$1.86M ﹤0.01%
10,696
-741
1324
$1.86M ﹤0.01%
24,375
-15,584
1325
$1.86M ﹤0.01%
20,627
+3,722
51 52
53
54 55