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
1476
$1.33M ﹤0.01%
54,601
1477
$1.33M ﹤0.01%
+52,620
1478
$1.33M ﹤0.01%
5,651
-1,613
1479
$1.32M ﹤0.01%
69,073
-3,200
1480
$1.32M ﹤0.01%
23,351
-11,804
1481
$1.32M ﹤0.01%
+11,094
1482
$1.32M ﹤0.01%
157,222
+431
1483
$1.32M ﹤0.01%
+52,103
1484
$1.32M ﹤0.01%
115,349
+14,210
1485
$1.32M ﹤0.01%
25,771
-2,947
1486
$1.31M ﹤0.01%
49,795
-10,709
1487
$1.31M ﹤0.01%
15,071
+661
1488
$1.31M ﹤0.01%
37,683
+5,801
1489
$1.31M ﹤0.01%
155,065
+36,065
1490
$1.31M ﹤0.01%
+46,682
1491
$1.31M ﹤0.01%
25,699
+3,448
1492
$1.3M ﹤0.01%
37,066
+3,760
1493
$1.3M ﹤0.01%
19,350
-252
1494
$1.3M ﹤0.01%
51,084
-952
1495
$1.3M ﹤0.01%
40,952
+808
1496
$1.3M ﹤0.01%
28,451
+295
1497
$1.3M ﹤0.01%
47,624
-1,522
1498
$1.29M ﹤0.01%
9,784
-79
1499
$1.29M ﹤0.01%
54,292
1500
$1.28M ﹤0.01%
35,229
+61
58 59
60
61 62