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
1801
$739K ﹤0.01%
27,680
-1,387
1802
$739K ﹤0.01%
21,895
+50
1803
$737K ﹤0.01%
77,587
+54,270
1804
$735K ﹤0.01%
29,591
-1,591
1805
$734K ﹤0.01%
28,468
+1,220
1806
$733K ﹤0.01%
18,332
+1,774
1807
$730K ﹤0.01%
39,519
+16,457
1808
$728K ﹤0.01%
8,096
+4,503
1809
$724K ﹤0.01%
11,310
+324
1810
$723K ﹤0.01%
3,586
+16
1811
$723K ﹤0.01%
15,709
+1,055
1812
$722K ﹤0.01%
8,339
+662
1813
$721K ﹤0.01%
63,517
+5,591
1814
$720K ﹤0.01%
9,767
-309
1815
$718K ﹤0.01%
+19,613
1816
$716K ﹤0.01%
7,279
+240
1817
$714K ﹤0.01%
26,647
-457
1818
$714K ﹤0.01%
18,611
+147
1819
$714K ﹤0.01%
1,316
-13
1820
$713K ﹤0.01%
8,550
-3,001
1821
$713K ﹤0.01%
11,637
-24,972
1822
$711K ﹤0.01%
36,877
-2,451
1823
$710K ﹤0.01%
16,824
-8,895
1824
$709K ﹤0.01%
+23,610
1825
$708K ﹤0.01%
2,932
-438
71 72
73
74 75