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
1351
$1.8M ﹤0.01%
+25,294
1352
$1.79M ﹤0.01%
42,869
+37,213
1353
$1.78M ﹤0.01%
9,337
-574
1354
$1.77M ﹤0.01%
38,302
-494
1355
$1.77M ﹤0.01%
31,092
+1,091
1356
$1.76M ﹤0.01%
17,631
+5,468
1357
$1.76M ﹤0.01%
77,205
+16,527
1358
$1.76M ﹤0.01%
60,814
-1,088
1359
$1.76M ﹤0.01%
24,375
+2,698
1360
$1.75M ﹤0.01%
106,900
-3,897
1361
$1.75M ﹤0.01%
20,863
+1,605
1362
$1.75M ﹤0.01%
35,064
+2,018
1363
$1.74M ﹤0.01%
57,200
-2,857
1364
$1.74M ﹤0.01%
31,449
-452
1365
$1.73M ﹤0.01%
12,985
-248
1366
$1.72M ﹤0.01%
30,919
-5,834
1367
$1.71M ﹤0.01%
80,420
-54,264
1368
$1.71M ﹤0.01%
29,917
+676
1369
$1.7M ﹤0.01%
8,506
-624
1370
$1.7M ﹤0.01%
+37,958
1371
$1.7M ﹤0.01%
17,452
+667
1372
$1.7M ﹤0.01%
28,455
-27,197
1373
$1.69M ﹤0.01%
+71,739
1374
$1.68M ﹤0.01%
32,136
-1,139
1375
$1.68M ﹤0.01%
65,906
-31,274
53 54
55
56 57