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
1526
$1.2M ﹤0.01%
6,011
+567
1527
$1.2M ﹤0.01%
104,320
-6,119
1528
$1.19M ﹤0.01%
43,695
-35,532
1529
$1.19M ﹤0.01%
14,844
-176
1530
$1.19M ﹤0.01%
40,275
1531
$1.18M ﹤0.01%
+37,587
1532
$1.18M ﹤0.01%
7,434
+1,177
1533
$1.18M ﹤0.01%
118,704
-20,088
1534
$1.18M ﹤0.01%
52,394
-1,748
1535
$1.18M ﹤0.01%
59,643
+3,142
1536
$1.18M ﹤0.01%
92,249
-2,786
1537
$1.18M ﹤0.01%
22,792
-618
1538
$1.18M ﹤0.01%
49,610
-450
1539
$1.17M ﹤0.01%
19,801
+534
1540
$1.17M ﹤0.01%
+36,030
1541
$1.17M ﹤0.01%
34,448
-1,956
1542
$1.17M ﹤0.01%
10,499
+1,037
1543
$1.16M ﹤0.01%
14,686
+5,946
1544
$1.16M ﹤0.01%
7,408
+482
1545
$1.16M ﹤0.01%
24,918
-3,956
1546
$1.16M ﹤0.01%
41,837
-21,366
1547
$1.16M ﹤0.01%
+25,983
1548
$1.15M ﹤0.01%
29,457
+20
1549
$1.15M ﹤0.01%
13,025
1550
$1.15M ﹤0.01%
17,518
+902
60 61
62
63 64