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
1876
$647K ﹤0.01%
5,646
-561
1877
$646K ﹤0.01%
16,710
-148
1878
$644K ﹤0.01%
15,763
-2,294
1879
$643K ﹤0.01%
5,630
1880
$643K ﹤0.01%
34,654
-25,258
1881
$640K ﹤0.01%
+20,034
1882
$637K ﹤0.01%
7,102
1883
$635K ﹤0.01%
9,556
+1,188
1884
$635K ﹤0.01%
23,467
+330
1885
$635K ﹤0.01%
6,348
-273
1886
$633K ﹤0.01%
+40,192
1887
$632K ﹤0.01%
15,580
-1,470
1888
$632K ﹤0.01%
20,775
-140,949
1889
$631K ﹤0.01%
3,021
-8
1890
$631K ﹤0.01%
38,741
+157
1891
$630K ﹤0.01%
+6,632
1892
$629K ﹤0.01%
3,426
+1,821
1893
$629K ﹤0.01%
27,246
+2,823
1894
$629K ﹤0.01%
43,943
1895
$628K ﹤0.01%
3,553
-923
1896
$627K ﹤0.01%
20,165
+5,367
1897
$627K ﹤0.01%
2,756
-209
1898
$626K ﹤0.01%
9,905
+315
1899
$626K ﹤0.01%
50,231
+12,091
1900
$624K ﹤0.01%
59,655
-13,030
74 75
76
77 78