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
601
$327K 0.01%
16,414
-320
602
$325K 0.01%
71,034
+48,891
603
$323K 0.01%
7,509
-2,573
604
$323K 0.01%
29,739
+15,259
605
$319K 0.01%
3,820
+205
606
$316K 0.01%
2,412
-147
607
$315K 0.01%
11,783
608
$314K 0.01%
17,862
+58
609
$312K 0.01%
14,406
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610
$312K 0.01%
3,874
-481
611
$310K 0.01%
4,715
-20
612
$308K 0.01%
6,957
+1,175
613
$307K 0.01%
8,268
-1,757
614
$307K 0.01%
26,125
-1,405
615
$307K 0.01%
2,950
-18
616
$306K 0.01%
2,819
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617
$303K 0.01%
4,415
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618
$303K 0.01%
2,890
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619
$301K 0.01%
1,195
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620
$297K 0.01%
+4,337
621
$295K 0.01%
3,325
622
$295K 0.01%
6,687
+115
623
$294K 0.01%
2,573
-702
624
$293K 0.01%
8,336
+1,330
625
$292K 0.01%
3,325
23 24
25
26 27