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
2051
$484K ﹤0.01%
6,450
2052
$483K ﹤0.01%
+10,349
2053
$482K ﹤0.01%
+13,254
2054
$482K ﹤0.01%
+2,404
2055
$481K ﹤0.01%
12,550
2056
$481K ﹤0.01%
+25,663
2057
$480K ﹤0.01%
+6,539
2058
$479K ﹤0.01%
10,096
2059
$478K ﹤0.01%
10,000
2060
$475K ﹤0.01%
+14,932
2061
$474K ﹤0.01%
11,665
2062
$474K ﹤0.01%
+7,917
2063
$474K ﹤0.01%
+18,250
2064
$473K ﹤0.01%
+237,008
2065
$471K ﹤0.01%
4,452
+2
2066
$469K ﹤0.01%
+37,737
2067
$469K ﹤0.01%
+10,293
2068
$468K ﹤0.01%
17,291
+2,082
2069
$468K ﹤0.01%
+14,076
2070
$467K ﹤0.01%
3,865
+222
2071
$466K ﹤0.01%
+23,098
2072
$466K ﹤0.01%
11,450
-138
2073
$465K ﹤0.01%
12,383
-6,993
2074
$465K ﹤0.01%
24,785
-5
2075
$464K ﹤0.01%
17,091
-450
81 82
83
84 85