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
1926
$596K ﹤0.01%
+15,511
1927
$594K ﹤0.01%
15,367
+17
1928
$591K ﹤0.01%
47,074
+2,269
1929
$591K ﹤0.01%
8,201
+9
1930
$590K ﹤0.01%
6,184
-323
1931
$587K ﹤0.01%
33,054
+686
1932
$585K ﹤0.01%
25,436
-2,397
1933
$584K ﹤0.01%
8,282
+125
1934
$584K ﹤0.01%
28,218
-103
1935
$584K ﹤0.01%
17,128
-1,137
1936
$583K ﹤0.01%
9,608
+507
1937
$582K ﹤0.01%
24,129
+2,252
1938
$581K ﹤0.01%
18,632
-47,720
1939
$579K ﹤0.01%
11,038
+2,713
1940
$577K ﹤0.01%
6,193
+272
1941
$575K ﹤0.01%
12,621
+3,561
1942
$571K ﹤0.01%
+39,815
1943
$570K ﹤0.01%
1,496
+405
1944
$570K ﹤0.01%
+26,324
1945
$568K ﹤0.01%
+27,538
1946
$566K ﹤0.01%
19,641
-7,226
1947
$565K ﹤0.01%
145,856
-2,472
1948
$565K ﹤0.01%
9,716
-199
1949
$561K ﹤0.01%
8,750
+1,083
1950
$558K ﹤0.01%
8,188
-124
76 77
78
79 80