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
326
$1.38M 0.04%
24,992
-4,382
327
$1.37M 0.04%
22,786
328
$1.37M 0.04%
32,060
-4,050
329
$1.35M 0.04%
28,986
-1,115
330
$1.35M 0.04%
30,302
+408
331
$1.34M 0.04%
8,163
-392
332
$1.34M 0.04%
28,143
-33
333
$1.33M 0.04%
38,114
+1,468
334
$1.33M 0.04%
22,447
-215
335
$1.33M 0.04%
17,294
-3,976
336
$1.33M 0.04%
33,496
-997
337
$1.31M 0.04%
61,574
-6,409
338
$1.3M 0.04%
64,146
-31,031
339
$1.3M 0.04%
30,726
+1,808
340
$1.3M 0.04%
43,847
-1,274
341
$1.3M 0.04%
6,577
-2,080
342
$1.28M 0.04%
27,012
-3,776
343
$1.28M 0.04%
32,912
-200
344
$1.28M 0.04%
10,509
+857
345
$1.26M 0.04%
22,008
+2,057
346
$1.25M 0.04%
20,567
+1,511
347
$1.24M 0.04%
31,112
+4,053
348
$1.23M 0.04%
35,348
-4,370
349
$1.22M 0.04%
32,164
-26,231
350
$1.21M 0.04%
98,983
+1,336
12 13
14
15 16