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
376
$979K 0.03%
9,336
+2,783
377
$972K 0.03%
25,631
-99
378
$970K 0.03%
161,661
-9,420
379
$955K 0.03%
24,156
+1,831
380
$953K 0.03%
19,256
-144
381
$943K 0.03%
56,964
-2,641
382
$942K 0.03%
7,223
-20,939
383
$925K 0.03%
39,955
-2,889
384
$920K 0.03%
31,076
-3,280
385
$900K 0.03%
24,410
-1,843
386
$898K 0.03%
18,088
-1,208
387
$888K 0.03%
10,131
+62
388
$888K 0.03%
42,704
+13,879
389
$886K 0.03%
4,974
-426
390
$875K 0.03%
43,672
-1,516
391
$874K 0.03%
26,773
-1,437
392
$867K 0.03%
86,490
-1,545
393
$862K 0.03%
19,368
+604
394
$852K 0.03%
10,388
-597
395
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3,318
-1,103
396
$849K 0.03%
28,688
+4,224
397
$843K 0.03%
7,646
-180
398
$834K 0.03%
22,064
-164
399
$834K 0.03%
37,201
-18,702
400
$829K 0.03%
24,885
-3,562
14 15
16
17 18