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
476
$530K 0.02%
6,851
-123
477
$530K 0.02%
21,150
-3,450
478
$528K 0.02%
9,222
-2,326
479
$527K 0.02%
34,452
-22,470
480
$526K 0.02%
9,049
+2,618
481
$525K 0.02%
5,312
-1,668
482
$524K 0.02%
12,872
+2,390
483
$522K 0.02%
8,994
+2,802
484
$520K 0.02%
9,716
-2,570
485
$519K 0.02%
7,814
-405
486
$514K 0.02%
8,304
+1,856
487
$513K 0.02%
36,170
-9,366
488
$512K 0.02%
9,380
+4,504
489
$510K 0.02%
15,794
+2,164
490
$509K 0.02%
10,988
-1,685
491
$504K 0.02%
3,208
492
$504K 0.02%
12,540
493
$503K 0.02%
13,911
+3,229
494
$502K 0.02%
19,932
-240
495
$499K 0.02%
8,300
-1,009
496
$496K 0.02%
36,312
+2,000
497
$494K 0.01%
6,481
-837
498
$491K 0.01%
30,537
+2,798
499
$490K 0.01%
15,122
-3,650
500
$487K 0.01%
4,338
-214
18 19
20
21 22