Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$162M
2
+$151M
3
+$129M
4
CMI icon
Cummins
CMI
+$122M
5
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$92.9M

Top Sells

1
+$268M
2
+$157M
3
+$78.5M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$67.5M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$55.5M

Sector Composition

1 Technology 12.59%
2 Financials 9.43%
3 Healthcare 9.09%
4 Consumer Discretionary 7.76%
5 Industrials 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2351
$289K ﹤0.01%
17,953
+2,623
2352
$288K ﹤0.01%
6,419
+194
2353
$288K ﹤0.01%
7,467
-393
2354
$288K ﹤0.01%
20,375
-100
2355
$288K ﹤0.01%
2,758
-210
2356
$287K ﹤0.01%
+13,400
2357
$287K ﹤0.01%
580
+20
2358
$287K ﹤0.01%
8,000
2359
$287K ﹤0.01%
8,653
-312
2360
$287K ﹤0.01%
12,762
+376
2361
$287K ﹤0.01%
+9,459
2362
$286K ﹤0.01%
5,411
+650
2363
$285K ﹤0.01%
14,396
+802
2364
$285K ﹤0.01%
4,877
-329
2365
$285K ﹤0.01%
+8,556
2366
$281K ﹤0.01%
+21,817
2367
$281K ﹤0.01%
+8,345
2368
$281K ﹤0.01%
20,047
-1,000
2369
$280K ﹤0.01%
5,160
-1,550
2370
$279K ﹤0.01%
+34,680
2371
$279K ﹤0.01%
6,628
-565
2372
$278K ﹤0.01%
+6,667
2373
$278K ﹤0.01%
5,382
-300
2374
$278K ﹤0.01%
17,901
+300
2375
$278K ﹤0.01%
273
-7
93 94
95
96 97