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
551
$393K 0.01%
5,083
-77
552
$392K 0.01%
6,033
+513
553
$391K 0.01%
7,106
+402
554
$391K 0.01%
+8,590
555
$387K 0.01%
6,221
-844
556
$384K 0.01%
10,593
-507
557
$384K 0.01%
3,265
+253
558
$383K 0.01%
4,193
-234
559
$383K 0.01%
10,250
-8,339
560
$377K 0.01%
5,154
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561
$377K 0.01%
3,386
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562
$374K 0.01%
110,100
+100
563
$373K 0.01%
14,739
-211
564
$373K 0.01%
5,461
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565
$372K 0.01%
37,026
-18,037
566
$371K 0.01%
15,700
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567
$370K 0.01%
17,056
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568
$369K 0.01%
3,833
-375
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$369K 0.01%
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570
$368K 0.01%
5,324
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571
$367K 0.01%
17,212
-11,553
572
$365K 0.01%
5,780
-105
573
$364K 0.01%
9,344
-196
574
$361K 0.01%
9,586
-1,900
575
$358K 0.01%
5,843
-1,343
21 22
23
24 25