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
1726
$845K ﹤0.01%
24,749
+15,516
1727
$841K ﹤0.01%
49,238
+1,759
1728
$836K ﹤0.01%
+13,480
1729
$832K ﹤0.01%
13,611
-9,389
1730
$832K ﹤0.01%
37,498
-4,383
1731
$832K ﹤0.01%
54,274
+7,487
1732
$831K ﹤0.01%
6,802
-641
1733
$830K ﹤0.01%
21,660
-1,500
1734
$830K ﹤0.01%
15,026
+1,859
1735
$828K ﹤0.01%
28,899
-10,709
1736
$828K ﹤0.01%
3,348
-2,121
1737
$824K ﹤0.01%
3,336
+446
1738
$823K ﹤0.01%
16,262
+78
1739
$821K ﹤0.01%
10,300
+674
1740
$821K ﹤0.01%
42,554
-1,150
1741
$819K ﹤0.01%
8,361
+117
1742
$816K ﹤0.01%
31,786
+12,105
1743
$816K ﹤0.01%
42,396
+16,692
1744
$812K ﹤0.01%
25,232
+17,094
1745
$809K ﹤0.01%
26,630
-2,738
1746
$807K ﹤0.01%
+18,891
1747
$807K ﹤0.01%
+16,474
1748
$806K ﹤0.01%
9,645
-1,122
1749
$806K ﹤0.01%
67,525
+3,876
1750
$805K ﹤0.01%
13,498
+237
68 69
70
71 72