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
2301
$315K ﹤0.01%
1,084
-199
2302
$315K ﹤0.01%
14,383
-476
2303
$314K ﹤0.01%
8,889
-36,821
2304
$314K ﹤0.01%
+7,584
2305
$314K ﹤0.01%
59,467
+2,581
2306
$313K ﹤0.01%
16,501
+5,304
2307
$312K ﹤0.01%
8,566
-19,492
2308
$311K ﹤0.01%
8,022
+575
2309
$311K ﹤0.01%
4,053
+308
2310
$310K ﹤0.01%
2,220
-715
2311
$309K ﹤0.01%
3,682
-264
2312
$309K ﹤0.01%
10,593
+250
2313
$307K ﹤0.01%
35,499
2314
$307K ﹤0.01%
3,988
-546
2315
$307K ﹤0.01%
12,967
-158
2316
$307K ﹤0.01%
4,458
2317
$307K ﹤0.01%
18,300
-2,794
2318
$307K ﹤0.01%
10,425
-2,000
2319
$307K ﹤0.01%
14,533
+3,473
2320
$306K ﹤0.01%
4,102
-12,116
2321
$306K ﹤0.01%
11,330
+264
2322
$305K ﹤0.01%
2,614
-887
2323
$305K ﹤0.01%
6,434
+754
2324
$305K ﹤0.01%
+4,485
2325
$303K ﹤0.01%
15,910
91 92
93
94 95