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
2276
$330K ﹤0.01%
8,575
-3,131
2277
$329K ﹤0.01%
20,563
-2,024
2278
$329K ﹤0.01%
+15,291
2279
$328K ﹤0.01%
7,612
-3,061
2280
$328K ﹤0.01%
2,941
-413
2281
$328K ﹤0.01%
9,400
-990
2282
$328K ﹤0.01%
6,951
-922
2283
$327K ﹤0.01%
26,170
+3,800
2284
$326K ﹤0.01%
+6,289
2285
$325K ﹤0.01%
12,624
-460
2286
$325K ﹤0.01%
11,090
-66,130
2287
$324K ﹤0.01%
3,253
+731
2288
$324K ﹤0.01%
+5,177
2289
$324K ﹤0.01%
8,645
+1,252
2290
$323K ﹤0.01%
+4,275
2291
$323K ﹤0.01%
+38,225
2292
$322K ﹤0.01%
14,780
-1,774
2293
$322K ﹤0.01%
+4,034
2294
$321K ﹤0.01%
4,238
-27
2295
$320K ﹤0.01%
19,659
2296
$319K ﹤0.01%
10,307
-144
2297
$319K ﹤0.01%
8,511
-72
2298
$318K ﹤0.01%
21,182
+16
2299
$316K ﹤0.01%
9,918
-744
2300
$315K ﹤0.01%
8,436
+442
90 91
92
93 94