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
551
$392K 0.01%
6,033
+513
552
$391K 0.01%
7,106
+402
553
$391K 0.01%
+8,590
554
$387K 0.01%
6,221
-844
555
$384K 0.01%
10,593
-507
556
$384K 0.01%
3,265
+253
557
$383K 0.01%
4,193
-234
558
$383K 0.01%
10,250
-8,339
559
$377K 0.01%
5,154
+224
560
$377K 0.01%
3,386
-7
561
$374K 0.01%
110,100
+100
562
$373K 0.01%
14,739
-211
563
$373K 0.01%
5,461
+412
564
$372K 0.01%
37,026
-18,037
565
$371K 0.01%
15,700
+84
566
$370K 0.01%
17,056
-88,444
567
$369K 0.01%
3,833
-375
568
$369K 0.01%
5,789
-267
569
$368K 0.01%
5,324
+196
570
$367K 0.01%
17,212
-11,553
571
$365K 0.01%
5,780
-105
572
$364K 0.01%
9,344
-196
573
$361K 0.01%
9,586
-1,900
574
$358K 0.01%
5,843
-1,343
575
$358K 0.01%
14,149
+2,165
21 22
23
24 25