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
501
$484K 0.01%
22,360
-4,980
502
$480K 0.01%
23,840
-2,432
503
$480K 0.01%
12,880
+367
504
$480K 0.01%
7,814
-1,873
505
$479K 0.01%
57,110
-7,560
506
$478K 0.01%
8,256
-850
507
$478K 0.01%
12,143
-1,866
508
$477K 0.01%
6,993
+3,511
509
$477K 0.01%
26,910
-824
510
$475K 0.01%
10,024
+665
511
$473K 0.01%
14,095
-1,212
512
$466K 0.01%
22,150
-28,510
513
$465K 0.01%
4,960
+2,369
514
$465K 0.01%
3,190
+256
515
$463K 0.01%
10,326
-2,480
516
$458K 0.01%
10,873
517
$457K 0.01%
12,444
+158
518
$457K 0.01%
12,600
-2,250
519
$456K 0.01%
6,817
-2,320
520
$455K 0.01%
7,382
-8,653
521
$446K 0.01%
6,083
-2,385
522
$446K 0.01%
11,833
-3,817
523
$446K 0.01%
20,025
+5,431
524
$442K 0.01%
6,005
-218
525
$437K 0.01%
4,972
+1,768
19 20
21
22 23