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
676
$245K 0.01%
2,592
-245
677
$244K 0.01%
+3,341
678
$244K 0.01%
3,109
+235
679
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+1,359
680
$243K 0.01%
2,864
681
$242K 0.01%
17,900
+208
682
$241K 0.01%
3,190
-457
683
$241K 0.01%
2,985
-542
684
$241K 0.01%
2,476
-763
685
$241K 0.01%
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686
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6,678
-1,693
687
$240K 0.01%
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-2,000
688
$239K 0.01%
+1,970
689
$238K 0.01%
5,000
690
$235K 0.01%
14,407
-1,578
691
$234K 0.01%
16,530
692
$234K 0.01%
+7,130
693
$231K 0.01%
25,758
-4,442
694
$231K 0.01%
3,132
-2,122
695
$230K 0.01%
5,820
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696
$230K 0.01%
5,209
-1,678
697
$230K 0.01%
+4,649
698
$227K 0.01%
4,940
-253
699
$226K 0.01%
+4,860
700
$226K 0.01%
4,576
-1,058
26 27
28
29 30