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
276
$1.95M 0.06%
20,459
-855
277
$1.92M 0.06%
34,645
-1,704
278
$1.91M 0.06%
29,588
+4,605
279
$1.87M 0.06%
18,896
-1,392
280
$1.87M 0.06%
79,660
+10,352
281
$1.86M 0.06%
9
282
$1.83M 0.06%
171,720
-15,753
283
$1.8M 0.05%
16,229
+608
284
$1.79M 0.05%
44,338
-34,860
285
$1.79M 0.05%
32,962
-4,155
286
$1.78M 0.05%
23,355
-1,790
287
$1.78M 0.05%
34,145
+165
288
$1.77M 0.05%
34,153
-8,715
289
$1.76M 0.05%
22,253
+4,027
290
$1.71M 0.05%
38,771
-2,556
291
$1.71M 0.05%
17,511
-992
292
$1.7M 0.05%
41,856
+4,502
293
$1.69M 0.05%
6,533
-1,344
294
$1.67M 0.05%
31,056
-1,913
295
$1.64M 0.05%
43,673
-2,147
296
$1.63M 0.05%
44,205
-5,081
297
$1.61M 0.05%
37,764
+1,310
298
$1.61M 0.05%
22,095
-1,821
299
$1.61M 0.05%
36,338
-282
300
$1.6M 0.05%
70,179
+9,057
10 11
12
13 14