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
526
$435K 0.01%
6,556
-29
527
$435K 0.01%
3,528
+481
528
$435K 0.01%
10,652
-1,068
529
$435K 0.01%
15,893
-1,528
530
$430K 0.01%
8,040
-2,182
531
$429K 0.01%
19,387
-2,509
532
$427K 0.01%
10,872
533
$426K 0.01%
18,984
-58,435
534
$422K 0.01%
12,887
-1,978
535
$421K 0.01%
30,530
-45,365
536
$421K 0.01%
9,580
-1,470
537
$418K 0.01%
+16,269
538
$417K 0.01%
3,442
-781
539
$411K 0.01%
12,014
+4,064
540
$408K 0.01%
7,984
-1,144
541
$406K 0.01%
8,146
-1,260
542
$406K 0.01%
2,595
-800
543
$404K 0.01%
15,920
+3
544
$403K 0.01%
8,680
+1,580
545
$401K 0.01%
15,378
+5,583
546
$401K 0.01%
6,618
-1,158
547
$398K 0.01%
2,161
-185
548
$397K 0.01%
7,968
-947
549
$394K 0.01%
+31,726
550
$393K 0.01%
5,083
-77
20 21
22
23 24