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
2101
$446K ﹤0.01%
+31,566
2102
$445K ﹤0.01%
7,667
-16
2103
$445K ﹤0.01%
9,521
+3,900
2104
$445K ﹤0.01%
24,342
-825
2105
$444K ﹤0.01%
13,553
-57
2106
$444K ﹤0.01%
8,270
-2,120
2107
$444K ﹤0.01%
23,780
-955
2108
$443K ﹤0.01%
15,750
2109
$443K ﹤0.01%
20,696
+70
2110
$442K ﹤0.01%
9,660
+2,615
2111
$441K ﹤0.01%
+26,476
2112
$441K ﹤0.01%
11,159
-89
2113
$440K ﹤0.01%
14,752
-500
2114
$440K ﹤0.01%
3,999
+2,005
2115
$439K ﹤0.01%
+9,362
2116
$439K ﹤0.01%
20,464
2117
$439K ﹤0.01%
14,556
+5,606
2118
$436K ﹤0.01%
4,820
-1,413
2119
$436K ﹤0.01%
32,509
2120
$435K ﹤0.01%
45,582
+603
2121
$434K ﹤0.01%
11,790
+15
2122
$434K ﹤0.01%
24,036
+12,660
2123
$433K ﹤0.01%
+14,011
2124
$433K ﹤0.01%
+6,646
2125
$433K ﹤0.01%
28,133
83 84
85
86 87