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
576
$358K 0.01%
14,149
+2,165
577
$357K 0.01%
6,365
-1,200
578
$357K 0.01%
+7,420
579
$356K 0.01%
3,637
-740
580
$355K 0.01%
+15,739
581
$355K 0.01%
33,350
-4,490
582
$353K 0.01%
561
-72
583
$352K 0.01%
12,254
+766
584
$352K 0.01%
8,288
-100
585
$348K 0.01%
8,396
-490
586
$347K 0.01%
9,229
-2,880
587
$344K 0.01%
13,791
-2,355
588
$342K 0.01%
6,640
+870
589
$340K 0.01%
3,325
590
$338K 0.01%
+11,943
591
$337K 0.01%
7,953
+470
592
$337K 0.01%
7,733
-1,205
593
$334K 0.01%
2,876
+651
594
$333K 0.01%
3,354
+995
595
$332K 0.01%
23,391
+974
596
$332K 0.01%
4,260
+1,413
597
$331K 0.01%
7,156
-385
598
$331K 0.01%
1,997
-2,126
599
$329K 0.01%
10,636
+297
600
$329K 0.01%
19,137
+7,270
22 23
24
25 26