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
676
$244K 0.01%
+3,341
677
$244K 0.01%
3,109
+235
678
$243K 0.01%
+1,359
679
$243K 0.01%
2,864
680
$242K 0.01%
17,900
+208
681
$241K 0.01%
3,190
-457
682
$241K 0.01%
2,985
-542
683
$241K 0.01%
2,476
-763
684
$241K 0.01%
5,813
-846
685
$240K 0.01%
6,678
-1,693
686
$240K 0.01%
6,105
-2,000
687
$239K 0.01%
+1,970
688
$238K 0.01%
5,000
689
$235K 0.01%
14,407
-1,578
690
$234K 0.01%
+7,130
691
$234K 0.01%
16,530
692
$231K 0.01%
25,758
-4,442
693
$231K 0.01%
3,132
-2,122
694
$230K 0.01%
5,820
+690
695
$230K 0.01%
5,209
-1,678
696
$230K 0.01%
+4,649
697
$227K 0.01%
4,940
-253
698
$226K 0.01%
+4,860
699
$226K 0.01%
4,576
-1,058
700
$226K 0.01%
6,078
+431
26 27
28
29 30