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
51
$17.9M 0.54%
316,700
-13,539
52
$17.7M 0.53%
127,928
+6,763
53
$17.6M 0.53%
238,720
+19,689
54
$16.9M 0.51%
817,228
+30,252
55
$16.7M 0.5%
626,873
+9,395
56
$16.6M 0.5%
168,851
+4,124
57
$16.2M 0.49%
437,078
-3,645
58
$16M 0.48%
521,467
+27,659
59
$16M 0.48%
190,664
+6,012
60
$15.5M 0.47%
94,033
-4,362
61
$15.5M 0.47%
137,963
+1,849
62
$15M 0.45%
196,421
-3,686
63
$14.7M 0.44%
180,787
+17,326
64
$14.2M 0.43%
200,774
-3,198
65
$13.8M 0.42%
330,431
+8,613
66
$13.7M 0.41%
137,672
-251
67
$13.5M 0.41%
357,816
+3,532
68
$13.5M 0.41%
191,504
+18,209
69
$13.4M 0.4%
249,773
-42,166
70
$13.2M 0.4%
121,148
+12,036
71
$13.2M 0.4%
220,082
+3,424
72
$13.2M 0.4%
72,753
-1,474
73
$13.1M 0.4%
255,744
-7,008
74
$12.8M 0.39%
475,862
-11,228
75
$12.6M 0.38%
628,607
-16,079
1 2
3
4 5