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
1601
$1.07M ﹤0.01%
1,579
-76
1602
$1.07M ﹤0.01%
160,492
+41,092
1603
$1.06M ﹤0.01%
18,506
+109
1604
$1.06M ﹤0.01%
11,680
+10
1605
$1.06M ﹤0.01%
24,065
+12,018
1606
$1.05M ﹤0.01%
72,830
+12,459
1607
$1.05M ﹤0.01%
18,995
+587
1608
$1.05M ﹤0.01%
13,507
+12
1609
$1.05M ﹤0.01%
10,242
+1,337
1610
$1.05M ﹤0.01%
78,500
+15,153
1611
$1.05M ﹤0.01%
25,900
+4,679
1612
$1.04M ﹤0.01%
53,962
+11,114
1613
$1.04M ﹤0.01%
16,928
-887
1614
$1.04M ﹤0.01%
15,596
-292
1615
$1.04M ﹤0.01%
18,848
-3,034
1616
$1.04M ﹤0.01%
95,542
-759
1617
$1.04M ﹤0.01%
65,945
+41,127
1618
$1.04M ﹤0.01%
17,980
+2,644
1619
$1.03M ﹤0.01%
8,677
-1,867
1620
$1.03M ﹤0.01%
22,351
1621
$1.03M ﹤0.01%
12,549
-593
1622
$1.03M ﹤0.01%
3,724
-1,049
1623
$1.03M ﹤0.01%
73,161
+7,289
1624
$1.03M ﹤0.01%
17,144
+1,683
1625
$1.03M ﹤0.01%
+47,347
63 64
65
66 67