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
626
$292K 0.01%
3,325
627
$292K 0.01%
3,201
-642
628
$291K 0.01%
5,869
-80
629
$290K 0.01%
2,314
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630
$286K 0.01%
11,340
-2,100
631
$286K 0.01%
11,730
-120
632
$285K 0.01%
1,995
-429
633
$284K 0.01%
+6,413
634
$284K 0.01%
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635
$282K 0.01%
2,168
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636
$282K 0.01%
17,510
-287
637
$280K 0.01%
10,670
-1,970
638
$280K 0.01%
6,760
-1,853
639
$280K 0.01%
2,879
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640
$276K 0.01%
5,009
-250
641
$276K 0.01%
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642
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643
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+4,497
644
$271K 0.01%
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645
$270K 0.01%
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646
$270K 0.01%
4,047
-58
647
$269K 0.01%
10,317
+457
648
$268K 0.01%
4,785
649
$266K 0.01%
+3,820
650
$265K 0.01%
+5,493
24 25
26
27 28