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
426
$669K 0.02%
12,809
-2,030
427
$663K 0.02%
5,036
+1,086
428
$659K 0.02%
8,904
+4,863
429
$653K 0.02%
16,206
-2,218
430
$644K 0.02%
11,567
+1,031
431
$641K 0.02%
30,833
+17,181
432
$640K 0.02%
18,815
+1,503
433
$640K 0.02%
24,604
+1,726
434
$635K 0.02%
9,512
+4,374
435
$629K 0.02%
8,340
+437
436
$622K 0.02%
25,543
+2,838
437
$619K 0.02%
4,549
-110
438
$613K 0.02%
5,469
+193
439
$611K 0.02%
10,169
+1,106
440
$610K 0.02%
18,878
-705
441
$606K 0.02%
13,950
-4,770
442
$606K 0.02%
3,238
+687
443
$605K 0.02%
19,895
+5,540
444
$603K 0.02%
9,697
-2,383
445
$598K 0.02%
2,874
-16
446
$590K 0.02%
+6,550
447
$583K 0.02%
8,128
+130
448
$583K 0.02%
23,934
-3,135
449
$582K 0.02%
4,270
+40
450
$581K 0.02%
12,642
-991
16 17
18
19 20