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
601
$327K 0.01%
2,777
-20
602
$327K 0.01%
8,207
-160
603
$325K 0.01%
71,034
+48,891
604
$323K 0.01%
7,509
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605
$323K 0.01%
29,739
+15,259
606
$319K 0.01%
3,820
+205
607
$316K 0.01%
2,412
-147
608
$315K 0.01%
11,783
609
$314K 0.01%
17,862
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610
$312K 0.01%
14,406
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611
$312K 0.01%
3,874
-481
612
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4,715
-20
613
$308K 0.01%
6,957
+1,175
614
$307K 0.01%
8,268
-1,757
615
$307K 0.01%
26,125
-1,405
616
$307K 0.01%
2,950
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617
$306K 0.01%
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618
$303K 0.01%
4,415
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619
$303K 0.01%
2,890
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620
$301K 0.01%
1,195
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621
$297K 0.01%
+4,337
622
$295K 0.01%
3,325
623
$295K 0.01%
6,687
+115
624
$294K 0.01%
2,573
-702
625
$293K 0.01%
8,336
+1,330
23 24
25
26 27