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
1426
$1.52M ﹤0.01%
35,535
+10,869
1427
$1.52M ﹤0.01%
14,064
+787
1428
$1.51M ﹤0.01%
1,895
+1,015
1429
$1.51M ﹤0.01%
43,857
-4,237
1430
$1.51M ﹤0.01%
52,028
-6,247
1431
$1.49M ﹤0.01%
132,842
-247,491
1432
$1.49M ﹤0.01%
+50,693
1433
$1.49M ﹤0.01%
7,708
+1,199
1434
$1.49M ﹤0.01%
69,584
+1,084
1435
$1.48M ﹤0.01%
31,807
+10,490
1436
$1.47M ﹤0.01%
44,592
+18,352
1437
$1.46M ﹤0.01%
56,153
+13,201
1438
$1.45M ﹤0.01%
43,217
+23,923
1439
$1.44M ﹤0.01%
55,185
+22,594
1440
$1.44M ﹤0.01%
+53,913
1441
$1.44M ﹤0.01%
31,627
+2,729
1442
$1.43M ﹤0.01%
148,437
+10,207
1443
$1.43M ﹤0.01%
+21,633
1444
$1.43M ﹤0.01%
68,066
+5,566
1445
$1.43M ﹤0.01%
12,833
+155
1446
$1.43M ﹤0.01%
30,772
-19,958
1447
$1.43M ﹤0.01%
83,190
+1,324
1448
$1.43M ﹤0.01%
17,394
+60
1449
$1.42M ﹤0.01%
139,255
1450
$1.42M ﹤0.01%
16,857
-17,549
56 57
58
59 60