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
2076
$464K ﹤0.01%
15,889
+9,425
2077
$463K ﹤0.01%
44,210
-53,685
2078
$463K ﹤0.01%
30,926
-11,922
2079
$462K ﹤0.01%
22,347
-934
2080
$462K ﹤0.01%
64,635
-854
2081
$460K ﹤0.01%
5,673
+81
2082
$459K ﹤0.01%
23,325
+10,839
2083
$459K ﹤0.01%
43,150
+12,075
2084
$458K ﹤0.01%
7,162
+2,949
2085
$458K ﹤0.01%
86,662
+5,323
2086
$457K ﹤0.01%
7,586
-29,959
2087
$457K ﹤0.01%
10,038
+141
2088
$456K ﹤0.01%
9,404
-11,070
2089
$456K ﹤0.01%
22,106
+3,308
2090
$455K ﹤0.01%
66,008
+504
2091
$454K ﹤0.01%
6,398
+1,100
2092
$454K ﹤0.01%
28,345
+1,436
2093
$453K ﹤0.01%
9,551
-996
2094
$453K ﹤0.01%
9,604
+332
2095
$450K ﹤0.01%
6,198
-48
2096
$450K ﹤0.01%
+5,077
2097
$449K ﹤0.01%
6,964
+66
2098
$448K ﹤0.01%
2,742
+730
2099
$447K ﹤0.01%
26,156
-26,557
2100
$447K ﹤0.01%
2,106
+409
82 83
84
85 86