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
1376
$1.68M ﹤0.01%
9,611
+1,783
1377
$1.68M ﹤0.01%
30,648
1378
$1.67M ﹤0.01%
28,934
+724
1379
$1.67M ﹤0.01%
6,546
+151
1380
$1.67M ﹤0.01%
25,721
+4,471
1381
$1.67M ﹤0.01%
63,336
+823
1382
$1.66M ﹤0.01%
24,709
-207
1383
$1.65M ﹤0.01%
12,506
-8,615
1384
$1.65M ﹤0.01%
10,219
+615
1385
$1.65M ﹤0.01%
30,246
+1,172
1386
$1.64M ﹤0.01%
44,470
-37,773
1387
$1.64M ﹤0.01%
71,250
1388
$1.64M ﹤0.01%
16,390
-350
1389
$1.64M ﹤0.01%
104,320
-3,077
1390
$1.63M ﹤0.01%
13,396
-73
1391
$1.63M ﹤0.01%
9,491
-182
1392
$1.63M ﹤0.01%
4,711
+552
1393
$1.63M ﹤0.01%
22,265
-1,094
1394
$1.62M ﹤0.01%
48,768
+4,429
1395
$1.62M ﹤0.01%
43,605
+34,440
1396
$1.62M ﹤0.01%
62,038
+1,023
1397
$1.61M ﹤0.01%
17,612
+656
1398
$1.61M ﹤0.01%
32,226
-1,230
1399
$1.61M ﹤0.01%
95,611
+22,855
1400
$1.6M ﹤0.01%
36,277
-2,063
54 55
56
57 58