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
1676
$938K ﹤0.01%
66,886
+18,377
1677
$938K ﹤0.01%
18,117
-2,800
1678
$937K ﹤0.01%
88,125
+11,915
1679
$935K ﹤0.01%
18,255
-339
1680
$933K ﹤0.01%
34,216
-4,541
1681
$929K ﹤0.01%
21,763
+16,461
1682
$928K ﹤0.01%
16,353
+1,555
1683
$927K ﹤0.01%
15,000
1684
$927K ﹤0.01%
+79,253
1685
$926K ﹤0.01%
19,249
1686
$925K ﹤0.01%
39,435
+3,196
1687
$923K ﹤0.01%
59,232
+38,101
1688
$923K ﹤0.01%
16,365
+515
1689
$920K ﹤0.01%
+8,952
1690
$914K ﹤0.01%
15,709
-141
1691
$913K ﹤0.01%
33,426
-33,499
1692
$912K ﹤0.01%
19,587
+1,738
1693
$910K ﹤0.01%
24,523
+7,272
1694
$908K ﹤0.01%
38,671
+569
1695
$902K ﹤0.01%
32,662
-1,852
1696
$901K ﹤0.01%
32,738
+7,193
1697
$900K ﹤0.01%
47,451
-897
1698
$899K ﹤0.01%
60,258
+16,370
1699
$894K ﹤0.01%
38,856
-506
1700
$894K ﹤0.01%
28,381
+2,089
66 67
68
69 70