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
351
$1.2M 0.04%
23,235
-1,177
352
$1.19M 0.04%
21,763
+7,437
353
$1.17M 0.04%
17,118
-949
354
$1.16M 0.04%
23,197
-617
355
$1.15M 0.03%
10,135
+153
356
$1.15M 0.03%
132,420
-2,290
357
$1.14M 0.03%
14,052
+1,319
358
$1.14M 0.03%
6,590
-5,220
359
$1.12M 0.03%
12,806
-608
360
$1.1M 0.03%
34,500
-1,027
361
$1.09M 0.03%
34,148
+18,891
362
$1.09M 0.03%
52,607
-2,363
363
$1.08M 0.03%
24,210
364
$1.07M 0.03%
+32,505
365
$1.06M 0.03%
18,463
+299
366
$1.05M 0.03%
11,569
-281
367
$1.04M 0.03%
9,532
-1,314
368
$1.04M 0.03%
30,180
-7,217
369
$1.04M 0.03%
18,445
-2,381
370
$1.04M 0.03%
13,812
+873
371
$1.02M 0.03%
18,472
-1,118
372
$1.02M 0.03%
32,887
-320
373
$1.01M 0.03%
36,430
+4,705
374
$1M 0.03%
50,184
-4,037
375
$986K 0.03%
7,568
-304
13 14
15
16 17