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
2376
$277K ﹤0.01%
12,591
-37,647
2377
$277K ﹤0.01%
2,850
-130
2378
$277K ﹤0.01%
16,068
-1,384
2379
$276K ﹤0.01%
5,631
+82
2380
$276K ﹤0.01%
+12,941
2381
$276K ﹤0.01%
+19,802
2382
$275K ﹤0.01%
6,499
-30
2383
$275K ﹤0.01%
3,929
2384
$274K ﹤0.01%
7,847
-684
2385
$274K ﹤0.01%
+4,138
2386
$274K ﹤0.01%
25,541
+4,974
2387
$272K ﹤0.01%
4,000
2388
$272K ﹤0.01%
+40,579
2389
$271K ﹤0.01%
7,378
-15,205
2390
$271K ﹤0.01%
21,160
-2,250
2391
$270K ﹤0.01%
8,015
-3,109
2392
$269K ﹤0.01%
12,106
+1,465
2393
$269K ﹤0.01%
16,329
-531
2394
$269K ﹤0.01%
8,977
+983
2395
$269K ﹤0.01%
5,715
-492
2396
$269K ﹤0.01%
12,745
-1,277
2397
$268K ﹤0.01%
3,160
+117
2398
$268K ﹤0.01%
12,744
+247
2399
$267K ﹤0.01%
9,636
-274
2400
$267K ﹤0.01%
7,237
-11,587
94 95
96
97 98