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
701
$226K 0.01%
2,290
-558
702
$226K 0.01%
3,020
703
$225K 0.01%
+2,796
704
$224K 0.01%
2,324
+79
705
$224K 0.01%
9,030
-955
706
$223K 0.01%
3,405
-85
707
$223K 0.01%
22,058
-2,804
708
$223K 0.01%
11,501
-6,575
709
$223K 0.01%
15,751
-2,669
710
$222K 0.01%
6,192
-4,010
711
$220K 0.01%
3,700
-1,391
712
$219K 0.01%
+7,164
713
$219K 0.01%
8,531
-726
714
$218K 0.01%
2,869
-2,616
715
$218K 0.01%
11,451
-2,880
716
$217K 0.01%
+4,357
717
$216K 0.01%
16,422
+1,422
718
$215K 0.01%
7,980
-19,414
719
$214K 0.01%
7,850
-4,870
720
$212K 0.01%
+3,152
721
$210K 0.01%
15,825
-6,295
722
$210K 0.01%
1,798
-462
723
$209K 0.01%
+6,400
724
$209K 0.01%
4,110
-167
725
$209K 0.01%
3,287
-217
27 28
29
30 31