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
626
$292K 0.01%
3,201
-642
627
$291K 0.01%
11,738
-160
628
$290K 0.01%
2,314
-229
629
$286K 0.01%
11,340
-2,100
630
$286K 0.01%
11,730
-120
631
$285K 0.01%
1,995
-429
632
$284K 0.01%
+6,413
633
$284K 0.01%
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634
$282K 0.01%
2,168
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635
$282K 0.01%
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636
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10,670
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637
$280K 0.01%
6,760
-1,853
638
$280K 0.01%
2,879
-171
639
$276K 0.01%
5,009
-250
640
$276K 0.01%
5,464
641
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642
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643
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644
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645
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8,094
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$269K 0.01%
10,317
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647
$268K 0.01%
4,785
648
$266K 0.01%
+3,820
649
$265K 0.01%
+5,493
650
$264K 0.01%
16,150
-512
24 25
26
27 28