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
1326
$1.85M ﹤0.01%
39,253
-971
1327
$1.85M ﹤0.01%
78,907
-79
1328
$1.85M ﹤0.01%
19,879
-726
1329
$1.85M ﹤0.01%
15,356
-11,712
1330
$1.85M ﹤0.01%
32,116
+3,876
1331
$1.84M ﹤0.01%
23,038
-69
1332
$1.84M ﹤0.01%
5,719
-12
1333
$1.84M ﹤0.01%
173,934
+6,673
1334
$1.84M ﹤0.01%
14,979
-166
1335
$1.84M ﹤0.01%
62,626
+11,301
1336
$1.83M ﹤0.01%
1,926
+200
1337
$1.82M ﹤0.01%
43,520
-1,418
1338
$1.82M ﹤0.01%
99,067
+23,090
1339
$1.82M ﹤0.01%
21,056
+3,522
1340
$1.82M ﹤0.01%
26,053
-1,874
1341
$1.82M ﹤0.01%
1,818
+1,169
1342
$1.82M ﹤0.01%
14,649
-6,093
1343
$1.82M ﹤0.01%
123,487
+12,153
1344
$1.81M ﹤0.01%
106,724
-3,670
1345
$1.81M ﹤0.01%
113,212
+37,349
1346
$1.81M ﹤0.01%
7,056
+109
1347
$1.8M ﹤0.01%
46,398
-10,485
1348
$1.8M ﹤0.01%
19,914
-1,237
1349
$1.8M ﹤0.01%
49,650
-3,628
1350
$1.8M ﹤0.01%
22,287
-2,507
52 53
54
55 56