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
1976
$534K ﹤0.01%
+37,069
1977
$530K ﹤0.01%
8,039
-5,906
1978
$529K ﹤0.01%
12,368
-12
1979
$528K ﹤0.01%
8,342
+280
1980
$528K ﹤0.01%
7,869
+382
1981
$527K ﹤0.01%
11,406
-202
1982
$527K ﹤0.01%
12,334
1983
$527K ﹤0.01%
10,050
+2,479
1984
$526K ﹤0.01%
3,814
+1,524
1985
$526K ﹤0.01%
56,338
-5,775
1986
$526K ﹤0.01%
22,026
+5,049
1987
$524K ﹤0.01%
+27,000
1988
$523K ﹤0.01%
8,442
-2,277
1989
$522K ﹤0.01%
10,704
-1,355
1990
$521K ﹤0.01%
69,509
-727
1991
$521K ﹤0.01%
+23,572
1992
$520K ﹤0.01%
12,643
+61
1993
$520K ﹤0.01%
17,345
-561
1994
$519K ﹤0.01%
12,416
-1,711
1995
$518K ﹤0.01%
9,820
+29
1996
$517K ﹤0.01%
25,856
+833
1997
$517K ﹤0.01%
1,109
-19
1998
$517K ﹤0.01%
+12,087
1999
$516K ﹤0.01%
6,722
+2,659
2000
$516K ﹤0.01%
9,688
-2
78 79
80
81 82