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
701
$226K 0.01%
6,078
+431
702
$226K 0.01%
2,290
-558
703
$226K 0.01%
3,020
704
$225K 0.01%
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705
$224K 0.01%
2,324
+79
706
$224K 0.01%
9,030
-955
707
$223K 0.01%
3,405
-85
708
$223K 0.01%
22,058
-2,804
709
$223K 0.01%
11,501
-6,575
710
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15,751
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711
$222K 0.01%
6,192
-4,010
712
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3,700
-1,391
713
$219K 0.01%
+7,164
714
$219K 0.01%
8,531
-726
715
$218K 0.01%
2,869
-2,616
716
$218K 0.01%
11,451
-2,880
717
$217K 0.01%
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718
$216K 0.01%
16,422
+1,422
719
$215K 0.01%
7,980
-19,414
720
$214K 0.01%
7,850
-4,870
721
$212K 0.01%
+3,152
722
$210K 0.01%
1,798
-462
723
$210K 0.01%
15,825
-6,295
724
$209K 0.01%
+6,400
725
$209K 0.01%
4,110
-167
27 28
29
30 31