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
2201
$380K ﹤0.01%
9,926
-6,536
2202
$380K ﹤0.01%
2,509
-583
2203
$380K ﹤0.01%
7,323
+1,063
2204
$378K ﹤0.01%
12,887
+2,004
2205
$378K ﹤0.01%
32,772
+361
2206
$378K ﹤0.01%
15,121
+293
2207
$377K ﹤0.01%
+20,637
2208
$376K ﹤0.01%
8,347
+464
2209
$376K ﹤0.01%
44,746
+6,635
2210
$375K ﹤0.01%
+21,030
2211
$374K ﹤0.01%
7,003
-138
2212
$374K ﹤0.01%
25,883
-691
2213
$374K ﹤0.01%
8,141
-44,004
2214
$373K ﹤0.01%
571
-3
2215
$371K ﹤0.01%
+818
2216
$370K ﹤0.01%
6,510
-4
2217
$370K ﹤0.01%
7,816
-842
2218
$369K ﹤0.01%
13,365
+30
2219
$369K ﹤0.01%
20,246
+455
2220
$369K ﹤0.01%
8,758
-1,090
2221
$369K ﹤0.01%
10,215
-16
2222
$369K ﹤0.01%
16,105
-3,705
2223
$368K ﹤0.01%
15,693
-1,597
2224
$364K ﹤0.01%
6,466
+326
2225
$364K ﹤0.01%
61,674
-20,130
87 88
89
90 91