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
301
$1.6M 0.05%
26,023
+1,202
302
$1.59M 0.05%
14,572
+239
303
$1.58M 0.05%
278,211
+142,356
304
$1.58M 0.05%
45,637
+493
305
$1.57M 0.05%
+33,797
306
$1.57M 0.05%
92,555
-10,971
307
$1.55M 0.05%
2,434
-252
308
$1.55M 0.05%
30,296
-836
309
$1.55M 0.05%
15,238
+717
310
$1.54M 0.05%
36,901
-4,098
311
$1.52M 0.05%
82,790
-11,101
312
$1.5M 0.05%
26,585
-48,366
313
$1.49M 0.04%
12,324
+739
314
$1.49M 0.04%
15,026
-3,509
315
$1.45M 0.04%
64,241
-7,335
316
$1.45M 0.04%
19,814
+429
317
$1.44M 0.04%
7,193
-3,479
318
$1.44M 0.04%
13,568
+474
319
$1.43M 0.04%
20,084
-889
320
$1.42M 0.04%
5,891
+1,829
321
$1.41M 0.04%
28,630
-16,242
322
$1.4M 0.04%
4,243
-121
323
$1.4M 0.04%
25,733
-5,242
324
$1.39M 0.04%
+23,599
325
$1.38M 0.04%
30,682
+518
11 12
13
14 15