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
1451
$1.4M ﹤0.01%
14,307
-939
1452
$1.4M ﹤0.01%
22,388
+354
1453
$1.39M ﹤0.01%
12,342
+944
1454
$1.39M ﹤0.01%
210,968
+19,375
1455
$1.39M ﹤0.01%
136,177
+12,454
1456
$1.39M ﹤0.01%
56,385
-7,079
1457
$1.39M ﹤0.01%
50,800
1458
$1.39M ﹤0.01%
6,575
+498
1459
$1.38M ﹤0.01%
18,388
-1,081
1460
$1.38M ﹤0.01%
20,319
-4,882
1461
$1.38M ﹤0.01%
45,984
-1,877
1462
$1.37M ﹤0.01%
8,745
-31,754
1463
$1.37M ﹤0.01%
7,612
+6,236
1464
$1.37M ﹤0.01%
20,041
+3,325
1465
$1.36M ﹤0.01%
33,345
+2,442
1466
$1.36M ﹤0.01%
29,298
-13,247
1467
$1.35M ﹤0.01%
50,281
+4,985
1468
$1.35M ﹤0.01%
6,084
+5,110
1469
$1.35M ﹤0.01%
27,369
+2,288
1470
$1.35M ﹤0.01%
58,647
-202,044
1471
$1.34M ﹤0.01%
5,544
-164
1472
$1.34M ﹤0.01%
9,422
-1,993
1473
$1.34M ﹤0.01%
90,035
+6,042
1474
$1.33M ﹤0.01%
7,257
+1,992
1475
$1.33M ﹤0.01%
12,427
+2,138
57 58
59
60 61