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
$3.31B
AUM Growth
-$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$12.1M
3
+$10.7M
4
GE icon
GE Aerospace
GE
+$9.52M
5
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$7.33M

Top Sells

1
+$7.29M
2
+$6.88M
3
+$4.67M
4
MWV
MEADWESTVACO CORP
MWV
+$4.04M
5
AAPL icon
Apple
AAPL
+$3.8M

Sector Composition

1 Financials 11.05%
2 Healthcare 10.85%
3 Technology 9.82%
4 Consumer Staples 9.25%
5 Energy 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.42M 0.07%
27,986
-6,114
252
$2.42M 0.07%
34,200
+3,585
253
$2.39M 0.07%
69,653
-45,135
254
$2.38M 0.07%
18,246
+1,630
255
$2.37M 0.07%
34,195
-20,251
256
$2.35M 0.07%
27,455
-3,837
257
$2.35M 0.07%
20,328
-2,375
258
$2.33M 0.07%
67,872
+60,963
259
$2.33M 0.07%
33,275
-47
260
$2.26M 0.07%
61,924
-2,524
261
$2.23M 0.07%
61,674
-3,301
262
$2.23M 0.07%
7,307
263
$2.22M 0.07%
62,046
-58,472
264
$2.18M 0.07%
432,578
-32,871
265
$2.16M 0.07%
85,673
+9,117
266
$2.12M 0.06%
57,438
+18,333
267
$2.09M 0.06%
33,538
-2,621
268
$2.03M 0.06%
68,943
-5,711
269
$2.02M 0.06%
10,167
-738
270
$2.01M 0.06%
33,618
-23,302
271
$2.01M 0.06%
61,557
+54,202
272
$1.99M 0.06%
23,810
-1,246
273
$1.97M 0.06%
52,626
-6,368
274
$1.96M 0.06%
21,055
-1,918
275
$1.96M 0.06%
21,785
-2,998
9 10
11
12 13