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
26
$25.4M 0.77%
487,054
+19,130
27
$25M 0.76%
245,922
-7,506
28
$24.3M 0.73%
578,837
+13,501
29
$23.8M 0.72%
497,954
+6,889
30
$23.7M 0.72%
256,914
+4,148
31
$23.3M 0.71%
481,419
+22,847
32
$22.7M 0.69%
782,442
+369,391
33
$22.6M 0.68%
570,048
+50,896
34
$22.2M 0.67%
812,675
+31,485
35
$22M 0.67%
1,199,039
+668
36
$21.6M 0.65%
552,830
+1,331
37
$21.5M 0.65%
372,198
-18,976
38
$20.2M 0.61%
401,178
+1,228
39
$20.1M 0.61%
189,125
-13,789
40
$20M 0.6%
594,689
-17,172
41
$19.5M 0.59%
724,640
+35,784
42
$19.2M 0.58%
281,888
+21,739
43
$19.1M 0.58%
415,244
+143,510
44
$19M 0.57%
457,004
+8,541
45
$18.7M 0.57%
537,910
-209,226
46
$18.6M 0.56%
129,284
-3,373
47
$18.3M 0.55%
604,291
+25,696
48
$18.1M 0.55%
262,957
-4,030
49
$18.1M 0.55%
258,056
+92,881
50
$17.9M 0.54%
150,006
-3,552
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