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
1626
$1.02M ﹤0.01%
4,061
+100
1627
$1.02M ﹤0.01%
72,211
1628
$1.02M ﹤0.01%
19,572
-13,889
1629
$1.02M ﹤0.01%
22,976
-30
1630
$1.01M ﹤0.01%
12,334
+4,758
1631
$1.01M ﹤0.01%
31,771
+15,390
1632
$1.01M ﹤0.01%
49,726
+11,876
1633
$1.01M ﹤0.01%
32,518
+1,667
1634
$1.01M ﹤0.01%
23,839
-16,486
1635
$1.01M ﹤0.01%
27,308
+463
1636
$1.01M ﹤0.01%
10,822
+8,546
1637
$1.01M ﹤0.01%
23,787
+2,350
1638
$1.01M ﹤0.01%
14,897
+3,649
1639
$1.01M ﹤0.01%
+25,405
1640
$1M ﹤0.01%
41,105
-139
1641
$1M ﹤0.01%
25,101
+3,437
1642
$1M ﹤0.01%
15,640
-4
1643
$999K ﹤0.01%
4,713
+2,225
1644
$999K ﹤0.01%
8,264
+1,702
1645
$997K ﹤0.01%
10,867
+1,701
1646
$996K ﹤0.01%
26,617
+159
1647
$995K ﹤0.01%
35,885
+7,740
1648
$994K ﹤0.01%
+42,445
1649
$994K ﹤0.01%
108,235
+7,009
1650
$994K ﹤0.01%
11,695
-9,504
64 65
66
67 68