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
2126
$432K ﹤0.01%
47,688
+4,166
2127
$432K ﹤0.01%
3,286
-1,148
2128
$432K ﹤0.01%
8,525
-57,049
2129
$431K ﹤0.01%
+9,042
2130
$431K ﹤0.01%
+17,043
2131
$431K ﹤0.01%
7,437
-129
2132
$430K ﹤0.01%
2,511
+1,213
2133
$430K ﹤0.01%
10,156
+320
2134
$430K ﹤0.01%
22,560
-478
2135
$429K ﹤0.01%
29,678
-447
2136
$429K ﹤0.01%
+13,592
2137
$429K ﹤0.01%
168,071
+12,384
2138
$428K ﹤0.01%
10,084
+967
2139
$428K ﹤0.01%
31,287
-637
2140
$428K ﹤0.01%
3,171
-2,732
2141
$427K ﹤0.01%
+4,988
2142
$427K ﹤0.01%
+6,780
2143
$426K ﹤0.01%
7,063
+530
2144
$426K ﹤0.01%
4,907
-1,168
2145
$425K ﹤0.01%
45,078
-58,985
2146
$423K ﹤0.01%
72,958
+27,970
2147
$423K ﹤0.01%
6,772
-8,623
2148
$422K ﹤0.01%
10,462
-40,415
2149
$422K ﹤0.01%
44,352
-1,500
2150
$421K ﹤0.01%
21,818
84 85
86
87 88