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
2401
$266K ﹤0.01%
8,386
+1,349
2402
$264K ﹤0.01%
10,801
2403
$264K ﹤0.01%
8,305
+614
2404
$264K ﹤0.01%
+11,576
2405
$263K ﹤0.01%
21,513
+2,753
2406
$263K ﹤0.01%
56,381
+1,868
2407
$262K ﹤0.01%
+1,349
2408
$262K ﹤0.01%
1,737
-218
2409
$262K ﹤0.01%
1,241
-1,784
2410
$262K ﹤0.01%
4,617
2411
$261K ﹤0.01%
17,980
-5,000
2412
$260K ﹤0.01%
13,153
-15
2413
$260K ﹤0.01%
14,350
+695
2414
$260K ﹤0.01%
6,523
-849
2415
$260K ﹤0.01%
+7,726
2416
$260K ﹤0.01%
+17,631
2417
$259K ﹤0.01%
4,572
-407
2418
$259K ﹤0.01%
2,279
-482
2419
$258K ﹤0.01%
9,914
-35
2420
$258K ﹤0.01%
31,806
+1,506
2421
$257K ﹤0.01%
10,046
-5,008
2422
$257K ﹤0.01%
+3,458
2423
$257K ﹤0.01%
20,530
+1,280
2424
$257K ﹤0.01%
9,302
+1
2425
$256K ﹤0.01%
+3,024
95 96
97
98 99