Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$31.9M
2
+$12.2M
3
+$10.7M
4
GE icon
GE Aerospace
GE
+$9.66M
5
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$7.37M

Top Sells

1
+$7.08M
2
+$6.94M
3
+$4.7M
4
MWV
MEADWESTVACO CORP
MWV
+$4.22M
5
TFC icon
Truist Financial
TFC
+$3.83M

Sector Composition

1 Financials 10.96%
2 Healthcare 10.85%
3 Technology 9.79%
4 Consumer Staples 9.25%
5 Energy 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.37M 0.04%
22,786
327
$1.37M 0.04%
32,060
-4,050
328
$1.35M 0.04%
28,986
-1,115
329
$1.35M 0.04%
30,302
+408
330
$1.34M 0.04%
8,163
-392
331
$1.34M 0.04%
28,143
-33
332
$1.33M 0.04%
38,114
+1,468
333
$1.33M 0.04%
22,447
-215
334
$1.33M 0.04%
17,294
-3,976
335
$1.33M 0.04%
33,496
-997
336
$1.31M 0.04%
61,574
-6,409
337
$1.3M 0.04%
64,146
-31,031
338
$1.3M 0.04%
30,726
+1,808
339
$1.3M 0.04%
45,987
-1,337
340
$1.3M 0.04%
6,577
-2,080
341
$1.28M 0.04%
27,012
-3,776
342
$1.28M 0.04%
32,912
-200
343
$1.28M 0.04%
10,509
+857
344
$1.26M 0.04%
22,008
+2,057
345
$1.25M 0.04%
20,567
+1,511
346
$1.24M 0.04%
31,112
+4,053
347
$1.23M 0.04%
53,022
-6,555
348
$1.22M 0.04%
32,164
-26,231
349
$1.21M 0.04%
98,983
+1,336
350
$1.21M 0.04%
11,005
-1,182
12 13
14
15 16