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
1826
$707K ﹤0.01%
9,035
1827
$707K ﹤0.01%
49,614
-125
1828
$706K ﹤0.01%
3,724
+1,368
1829
$704K ﹤0.01%
+7,262
1830
$704K ﹤0.01%
5,748
+289
1831
$704K ﹤0.01%
25,238
+15,746
1832
$704K ﹤0.01%
26,777
-1,238
1833
$703K ﹤0.01%
7,322
+376
1834
$702K ﹤0.01%
3,415
+325
1835
$701K ﹤0.01%
9,827
-1,210
1836
$698K ﹤0.01%
10,674
-578
1837
$698K ﹤0.01%
30,313
+3,902
1838
$697K ﹤0.01%
17,050
-241
1839
$695K ﹤0.01%
12,850
1840
$694K ﹤0.01%
6,068
-512
1841
$694K ﹤0.01%
20,536
-9,663
1842
$693K ﹤0.01%
19,553
-2,535
1843
$692K ﹤0.01%
+15,296
1844
$692K ﹤0.01%
29,008
1845
$690K ﹤0.01%
13,477
+865
1846
$690K ﹤0.01%
51,261
+12,372
1847
$690K ﹤0.01%
6,850
+1,045
1848
$689K ﹤0.01%
12,965
-276,092
1849
$686K ﹤0.01%
12,588
-6,943
1850
$686K ﹤0.01%
17,049
-125
72 73
74
75 76