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
351
$1.21M 0.04%
11,005
-1,182
352
$1.2M 0.04%
23,235
-1,177
353
$1.19M 0.04%
21,763
+7,437
354
$1.17M 0.04%
17,118
-949
355
$1.16M 0.04%
23,197
-617
356
$1.15M 0.03%
10,135
+153
357
$1.15M 0.03%
132,420
-2,290
358
$1.14M 0.03%
14,052
+1,319
359
$1.14M 0.03%
6,590
-5,220
360
$1.12M 0.03%
12,806
-608
361
$1.1M 0.03%
34,500
-1,027
362
$1.09M 0.03%
34,148
+18,891
363
$1.09M 0.03%
52,607
-2,363
364
$1.08M 0.03%
24,210
365
$1.07M 0.03%
+32,505
366
$1.06M 0.03%
18,463
+299
367
$1.05M 0.03%
11,569
-281
368
$1.04M 0.03%
9,532
-1,314
369
$1.04M 0.03%
30,180
-7,217
370
$1.04M 0.03%
18,445
-2,381
371
$1.04M 0.03%
13,812
+873
372
$1.02M 0.03%
18,472
-1,118
373
$1.02M 0.03%
32,887
-320
374
$1.01M 0.03%
36,430
+4,705
375
$1M 0.03%
50,184
-4,037
13 14
15
16 17