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
526
$437K 0.01%
4,972
+1,768
527
$435K 0.01%
6,556
-29
528
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3,528
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529
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10,652
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530
$435K 0.01%
15,893
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531
$430K 0.01%
8,040
-2,182
532
$429K 0.01%
19,387
-2,509
533
$427K 0.01%
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534
$426K 0.01%
18,984
-58,435
535
$422K 0.01%
12,887
-1,978
536
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30,530
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537
$421K 0.01%
9,580
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538
$418K 0.01%
+16,269
539
$417K 0.01%
3,442
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540
$411K 0.01%
12,014
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541
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8,146
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15,920
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545
$403K 0.01%
8,680
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546
$401K 0.01%
15,378
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547
$401K 0.01%
6,618
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548
$398K 0.01%
2,161
-185
549
$397K 0.01%
7,968
-947
550
$394K 0.01%
+31,726
20 21
22
23 24