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
651
$264K 0.01%
16,150
-512
652
$263K 0.01%
+9,651
653
$261K 0.01%
5,058
654
$260K 0.01%
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-30
655
$259K 0.01%
9,160
-1,590
656
$257K 0.01%
3,476
-280
657
$256K 0.01%
+10,194
658
$256K 0.01%
5,628
-20
659
$255K 0.01%
+4,500
660
$254K 0.01%
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661
$254K 0.01%
29,724
-3,932
662
$253K 0.01%
4,529
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663
$253K 0.01%
13,080
-544
664
$253K 0.01%
2,778
-57
665
$252K 0.01%
5,600
666
$252K 0.01%
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667
$252K 0.01%
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668
$251K 0.01%
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669
$251K 0.01%
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670
$251K 0.01%
4,945
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671
$250K 0.01%
14,782
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672
$249K 0.01%
30,030
+20,030
673
$248K 0.01%
6,092
+851
674
$248K 0.01%
+1,926
675
$247K 0.01%
+3,432
25 26
27
28 29