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
501
$487K 0.01%
4,338
-214
502
$484K 0.01%
22,360
-4,980
503
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23,840
-2,432
504
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12,880
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505
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7,814
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506
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57,110
-7,560
507
$478K 0.01%
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-1,866
508
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509
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26,910
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511
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512
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14,095
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513
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11,075
-14,255
514
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4,960
+2,369
515
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3,190
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516
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517
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10,873
518
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519
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12,600
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520
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6,817
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521
$455K 0.01%
7,382
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522
$446K 0.01%
11,833
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523
$446K 0.01%
6,083
-2,385
524
$446K 0.01%
20,025
+5,431
525
$442K 0.01%
6,005
-218
19 20
21
22 23