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
1751
$805K ﹤0.01%
27,346
-122
1752
$805K ﹤0.01%
9,011
+2,906
1753
$802K ﹤0.01%
+34,042
1754
$798K ﹤0.01%
2,909
-241
1755
$795K ﹤0.01%
9,828
-320
1756
$794K ﹤0.01%
16,992
+416
1757
$792K ﹤0.01%
46,909
-17,165
1758
$792K ﹤0.01%
22,794
1759
$792K ﹤0.01%
22,308
-2,270
1760
$792K ﹤0.01%
11,064
+345
1761
$791K ﹤0.01%
111,106
+3,504
1762
$791K ﹤0.01%
22,458
+127
1763
$787K ﹤0.01%
13,819
+233
1764
$785K ﹤0.01%
14,034
+319
1765
$783K ﹤0.01%
10,403
-1,500
1766
$783K ﹤0.01%
23,165
+9,649
1767
$782K ﹤0.01%
9,714
+5,267
1768
$782K ﹤0.01%
18,165
+311
1769
$779K ﹤0.01%
3,388
+632
1770
$778K ﹤0.01%
29,699
+718
1771
$777K ﹤0.01%
155,446
-15,283
1772
$776K ﹤0.01%
14,875
-11,448
1773
$776K ﹤0.01%
12,207
-124
1774
$775K ﹤0.01%
+15,861
1775
$774K ﹤0.01%
25,586
69 70
71
72 73