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
2226
$363K ﹤0.01%
9,812
+1,757
2227
$363K ﹤0.01%
10,984
-14
2228
$362K ﹤0.01%
2,034
+146
2229
$362K ﹤0.01%
3,010
+786
2230
$362K ﹤0.01%
9,399
-222
2231
$362K ﹤0.01%
1,145
+463
2232
$359K ﹤0.01%
+25,174
2233
$358K ﹤0.01%
16,581
-2,950
2234
$356K ﹤0.01%
5,103
+200
2235
$356K ﹤0.01%
19,146
+1,798
2236
$355K ﹤0.01%
36,701
+4,600
2237
$354K ﹤0.01%
6,846
-816
2238
$351K ﹤0.01%
5,796
-110
2239
$351K ﹤0.01%
3,028
-118
2240
$351K ﹤0.01%
3,099
+756
2241
$350K ﹤0.01%
9,746
2242
$349K ﹤0.01%
3,188
2243
$348K ﹤0.01%
17,298
2244
$348K ﹤0.01%
6,191
+400
2245
$348K ﹤0.01%
+8,713
2246
$347K ﹤0.01%
36,035
-29,915
2247
$347K ﹤0.01%
5,342
+415
2248
$346K ﹤0.01%
2,139
-907
2249
$346K ﹤0.01%
20,000
2250
$346K ﹤0.01%
3,221
-1,101
88 89
90
91 92