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
401
$824K 0.02%
14,206
+5
402
$822K 0.02%
21,228
-1,966
403
$819K 0.02%
9,100
-2,133
404
$814K 0.02%
6,408
-536
405
$808K 0.02%
17,888
-1,084
406
$800K 0.02%
10,706
-1,346
407
$795K 0.02%
+6,549
408
$795K 0.02%
49,278
+13,145
409
$763K 0.02%
102,120
-10,980
410
$762K 0.02%
13,682
+2,290
411
$761K 0.02%
9,839
+530
412
$733K 0.02%
11,790
-187
413
$715K 0.02%
15,502
+22
414
$713K 0.02%
5,057
-582
415
$706K 0.02%
40,024
+1,236
416
$704K 0.02%
16,481
-3,721
417
$703K 0.02%
10,344
-1,570
418
$695K 0.02%
2,932
-26
419
$694K 0.02%
13,174
-128
420
$683K 0.02%
2,565
-498
421
$683K 0.02%
54,720
-1,120
422
$683K 0.02%
7,150
-698
423
$680K 0.02%
6,293
-693
424
$674K 0.02%
14,680
+719
425
$672K 0.02%
10,409
-605
15 16
17
18 19