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
2151
$421K ﹤0.01%
8,796
-12,241
2152
$418K ﹤0.01%
22,319
-795
2153
$418K ﹤0.01%
24,536
+85
2154
$418K ﹤0.01%
+46,170
2155
$418K ﹤0.01%
7,325
+562
2156
$417K ﹤0.01%
1,448
-143
2157
$417K ﹤0.01%
13,600
2158
$416K ﹤0.01%
78,113
+3,594
2159
$416K ﹤0.01%
22,945
2160
$411K ﹤0.01%
10,172
2161
$411K ﹤0.01%
12,514
+3,198
2162
$408K ﹤0.01%
+4,423
2163
$408K ﹤0.01%
11,343
-4,827
2164
$408K ﹤0.01%
25,296
2165
$406K ﹤0.01%
36,653
2166
$405K ﹤0.01%
5,612
-1,193
2167
$405K ﹤0.01%
7,574
-1,829
2168
$404K ﹤0.01%
7,948
+2,290
2169
$403K ﹤0.01%
9,004
+2,419
2170
$402K ﹤0.01%
+10,061
2171
$402K ﹤0.01%
17,489
-816
2172
$401K ﹤0.01%
18,479
2173
$401K ﹤0.01%
+20,000
2174
$401K ﹤0.01%
5,814
-247
2175
$401K ﹤0.01%
+40,223
85 86
87
88 89