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
426
$672K 0.02%
10,409
-605
427
$669K 0.02%
12,809
-2,030
428
$663K 0.02%
5,036
+1,086
429
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8,904
+4,863
430
$653K 0.02%
16,206
-2,218
431
$644K 0.02%
11,567
+1,031
432
$641K 0.02%
30,833
+17,181
433
$640K 0.02%
18,815
+1,503
434
$640K 0.02%
24,604
+1,726
435
$635K 0.02%
9,512
+4,374
436
$629K 0.02%
8,340
+437
437
$622K 0.02%
25,543
+2,838
438
$619K 0.02%
4,549
-110
439
$613K 0.02%
5,469
+193
440
$611K 0.02%
10,169
+1,106
441
$610K 0.02%
18,878
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442
$606K 0.02%
13,950
-4,770
443
$606K 0.02%
3,238
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444
$605K 0.02%
19,895
+5,540
445
$603K 0.02%
9,697
-2,383
446
$598K 0.02%
2,874
-16
447
$590K 0.02%
+6,550
448
$583K 0.02%
8,128
+130
449
$583K 0.02%
23,934
-3,135
450
$582K 0.02%
4,270
+40
16 17
18
19 20