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
1901
$623K ﹤0.01%
12,338
-2,152
1902
$622K ﹤0.01%
+9,923
1903
$620K ﹤0.01%
34,084
1904
$619K ﹤0.01%
26,718
+5,518
1905
$618K ﹤0.01%
24,780
-2,008
1906
$618K ﹤0.01%
30,779
-284
1907
$617K ﹤0.01%
9,510
+3,133
1908
$617K ﹤0.01%
23,410
1909
$613K ﹤0.01%
+157,090
1910
$613K ﹤0.01%
10,080
1911
$613K ﹤0.01%
19,819
+1,922
1912
$611K ﹤0.01%
8,833
-768
1913
$611K ﹤0.01%
5,985
+245
1914
$610K ﹤0.01%
+50,518
1915
$608K ﹤0.01%
40,114
+737
1916
$608K ﹤0.01%
24,822
+318
1917
$607K ﹤0.01%
10,383
-19,215
1918
$607K ﹤0.01%
50,529
1919
$607K ﹤0.01%
12,919
+5,519
1920
$606K ﹤0.01%
10,638
+1,218
1921
$602K ﹤0.01%
+32,809
1922
$601K ﹤0.01%
40,715
1923
$599K ﹤0.01%
12,732
-1,000
1924
$597K ﹤0.01%
36,617
-12,794
1925
$597K ﹤0.01%
24,150
+282
75 76
77
78 79