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
2176
$400K ﹤0.01%
2,751
+985
2177
$399K ﹤0.01%
26,239
2178
$397K ﹤0.01%
4,887
-16
2179
$396K ﹤0.01%
46,092
+36,000
2180
$395K ﹤0.01%
32,271
-38,274
2181
$395K ﹤0.01%
8,538
-313
2182
$394K ﹤0.01%
45,818
-17,562
2183
$394K ﹤0.01%
29,288
-71,451
2184
$393K ﹤0.01%
7,084
-198
2185
$393K ﹤0.01%
14,811
+3,442
2186
$392K ﹤0.01%
14,126
-2,115
2187
$391K ﹤0.01%
+13,943
2188
$389K ﹤0.01%
15,778
+2,100
2189
$389K ﹤0.01%
10,483
-344
2190
$387K ﹤0.01%
+9,641
2191
$387K ﹤0.01%
+9,137
2192
$386K ﹤0.01%
+75,385
2193
$384K ﹤0.01%
20,272
-1,383
2194
$384K ﹤0.01%
4,683
-466
2195
$383K ﹤0.01%
2,888
+305
2196
$382K ﹤0.01%
10,712
+196
2197
$382K ﹤0.01%
+5,274
2198
$381K ﹤0.01%
19,748
-800
2199
$380K ﹤0.01%
+7,850
2200
$380K ﹤0.01%
3,208
-1,000
86 87
88
89 90