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
1551
$1.14M ﹤0.01%
51,029
+22,023
1552
$1.14M ﹤0.01%
34,315
+233
1553
$1.14M ﹤0.01%
30,216
+933
1554
$1.14M ﹤0.01%
+49,820
1555
$1.14M ﹤0.01%
6,506
1556
$1.13M ﹤0.01%
20,208
+47
1557
$1.13M ﹤0.01%
22,370
+14,296
1558
$1.13M ﹤0.01%
18,246
-3,345
1559
$1.13M ﹤0.01%
45,365
1560
$1.13M ﹤0.01%
2,852
+1,672
1561
$1.13M ﹤0.01%
55,536
-14,668
1562
$1.13M ﹤0.01%
18,212
+572
1563
$1.12M ﹤0.01%
54,449
+17,756
1564
$1.12M ﹤0.01%
112,518
-7,352
1565
$1.12M ﹤0.01%
35,621
+39
1566
$1.12M ﹤0.01%
25,835
+835
1567
$1.11M ﹤0.01%
27,098
+1,025
1568
$1.11M ﹤0.01%
6,563
+838
1569
$1.11M ﹤0.01%
112,291
-2,223
1570
$1.11M ﹤0.01%
12,846
+614
1571
$1.11M ﹤0.01%
48,670
-835
1572
$1.1M ﹤0.01%
104,162
-11,491
1573
$1.1M ﹤0.01%
2,432
-2,719
1574
$1.09M ﹤0.01%
46,717
1575
$1.09M ﹤0.01%
20,903
-565
61 62
63
64 65