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
451
$580K 0.02%
9,453
+227
452
$579K 0.02%
15,797
-634
453
$577K 0.02%
4,984
-949
454
$575K 0.02%
5,010
-315
455
$575K 0.02%
4,267
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456
$575K 0.02%
43,930
-18,360
457
$573K 0.02%
7,934
-1,921
458
$572K 0.02%
3,908
-40
459
$571K 0.02%
8,254
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460
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16,254
-52
461
$569K 0.02%
9,009
-40
462
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7,588
+1,594
463
$566K 0.02%
29,403
-260
464
$558K 0.02%
30,570
-462
465
$549K 0.02%
23,325
-3,670
466
$549K 0.02%
13,076
-1,838
467
$547K 0.02%
20,645
-120
468
$546K 0.02%
15,849
+1,632
469
$544K 0.02%
9,607
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470
$543K 0.02%
4,943
-959
471
$538K 0.02%
36,433
+23,310
472
$537K 0.02%
10,964
-1,942
473
$536K 0.02%
7,329
+917
474
$534K 0.02%
2,743
-296
475
$531K 0.02%
43,135
+6,215
17 18
19
20 21