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
651
$263K 0.01%
+9,651
652
$261K 0.01%
5,058
653
$260K 0.01%
5,756
-30
654
$259K 0.01%
9,160
-1,590
655
$257K 0.01%
3,476
-280
656
$256K 0.01%
+10,194
657
$256K 0.01%
5,628
-20
658
$255K 0.01%
+4,500
659
$254K 0.01%
2,567
+60
660
$254K 0.01%
29,724
-3,932
661
$253K 0.01%
4,529
+19
662
$253K 0.01%
13,080
-544
663
$253K 0.01%
2,778
-57
664
$252K 0.01%
5,600
665
$252K 0.01%
5,846
+258
666
$252K 0.01%
+142
667
$251K 0.01%
4,945
+307
668
$251K 0.01%
+3,885
669
$251K 0.01%
5,849
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670
$250K 0.01%
14,782
+1,586
671
$249K 0.01%
30,030
+20,030
672
$248K 0.01%
6,092
+851
673
$248K 0.01%
+1,926
674
$247K 0.01%
+3,432
675
$245K 0.01%
2,592
-245
25 26
27
28 29