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
1701
$894K ﹤0.01%
2,473
+23
1702
$892K ﹤0.01%
32,294
+16,594
1703
$888K ﹤0.01%
6,740
-141
1704
$880K ﹤0.01%
24,237
-1,075
1705
$876K ﹤0.01%
12,436
-416
1706
$874K ﹤0.01%
4,830
1707
$874K ﹤0.01%
7,100
+4,285
1708
$874K ﹤0.01%
20,541
-2,013
1709
$871K ﹤0.01%
+47,878
1710
$869K ﹤0.01%
+12,027
1711
$867K ﹤0.01%
13,936
-284
1712
$867K ﹤0.01%
24,120
-34,147
1713
$865K ﹤0.01%
26,184
+11,767
1714
$864K ﹤0.01%
9,475
+2,568
1715
$863K ﹤0.01%
19,978
+9,184
1716
$862K ﹤0.01%
40,802
+6,310
1717
$861K ﹤0.01%
9,307
-3,323
1718
$860K ﹤0.01%
8,262
-4,039
1719
$859K ﹤0.01%
32,667
-6,786
1720
$857K ﹤0.01%
8,347
+13
1721
$855K ﹤0.01%
11,774
+6,236
1722
$853K ﹤0.01%
33,026
-658
1723
$851K ﹤0.01%
7,112
-249
1724
$848K ﹤0.01%
5,878
-2,271
1725
$846K ﹤0.01%
48,526
+22,903
67 68
69
70 71