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
1951
$555K ﹤0.01%
23,088
+42
1952
$550K ﹤0.01%
+16,724
1953
$550K ﹤0.01%
4,295
+1,104
1954
$549K ﹤0.01%
+13,650
1955
$549K ﹤0.01%
16,909
1956
$549K ﹤0.01%
1,263
+317
1957
$548K ﹤0.01%
3,763
+247
1958
$548K ﹤0.01%
5,775
-37
1959
$548K ﹤0.01%
36,096
-51
1960
$547K ﹤0.01%
+2,257
1961
$547K ﹤0.01%
+19,228
1962
$546K ﹤0.01%
13,203
+6
1963
$546K ﹤0.01%
29,189
+6,315
1964
$546K ﹤0.01%
10,298
+1,536
1965
$546K ﹤0.01%
10,059
-603
1966
$545K ﹤0.01%
35,383
+1,908
1967
$544K ﹤0.01%
10,911
-500
1968
$541K ﹤0.01%
34,738
1969
$541K ﹤0.01%
18,596
1970
$541K ﹤0.01%
4,737
-270
1971
$539K ﹤0.01%
14,833
1972
$536K ﹤0.01%
+19,046
1973
$536K ﹤0.01%
7,394
-33,543
1974
$535K ﹤0.01%
59,166
-15,675
1975
$534K ﹤0.01%
20,229
77 78
79
80 81