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
476
$531K 0.02%
43,135
+6,215
477
$530K 0.02%
6,851
-123
478
$530K 0.02%
21,150
-3,450
479
$528K 0.02%
9,222
-2,326
480
$527K 0.02%
34,452
-22,470
481
$526K 0.02%
9,049
+2,618
482
$525K 0.02%
5,312
-1,668
483
$524K 0.02%
12,872
+2,390
484
$522K 0.02%
8,994
+2,802
485
$520K 0.02%
9,716
-2,570
486
$519K 0.02%
7,814
-405
487
$514K 0.02%
8,304
+1,856
488
$513K 0.02%
36,170
-9,366
489
$512K 0.02%
9,380
+4,504
490
$510K 0.02%
15,794
+2,164
491
$509K 0.02%
10,988
-1,685
492
$504K 0.02%
3,208
493
$504K 0.02%
12,540
494
$503K 0.02%
13,911
+3,229
495
$502K 0.02%
19,932
-240
496
$499K 0.02%
8,300
-1,009
497
$496K 0.02%
36,312
+2,000
498
$494K 0.01%
6,481
-837
499
$491K 0.01%
30,537
+2,798
500
$490K 0.01%
15,122
-3,650
18 19
20
21 22