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
401
$829K 0.03%
24,885
-3,562
402
$824K 0.02%
14,206
+5
403
$822K 0.02%
21,228
-1,966
404
$819K 0.02%
9,100
-2,133
405
$814K 0.02%
6,408
-536
406
$808K 0.02%
17,888
-1,084
407
$800K 0.02%
10,706
-1,346
408
$795K 0.02%
+6,549
409
$795K 0.02%
49,278
+13,145
410
$763K 0.02%
102,120
-10,980
411
$762K 0.02%
13,682
+2,290
412
$761K 0.02%
9,839
+530
413
$733K 0.02%
11,790
-187
414
$715K 0.02%
15,502
+22
415
$713K 0.02%
5,057
-582
416
$706K 0.02%
40,024
+1,236
417
$704K 0.02%
16,481
-3,721
418
$703K 0.02%
10,344
-1,570
419
$695K 0.02%
2,932
-26
420
$694K 0.02%
13,174
-128
421
$683K 0.02%
54,720
-1,120
422
$683K 0.02%
7,150
-698
423
$683K 0.02%
2,565
-498
424
$680K 0.02%
6,293
-693
425
$674K 0.02%
14,680
+719
15 16
17
18 19