Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.4%
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
751
$55K ﹤0.01%
11,050
+150
752
$45K ﹤0.01%
1,200
753
$39K ﹤0.01%
15,510
-19,423
754
$10K ﹤0.01%
12,010
755
– –
-6,964
756
– –
-3,515
757
– –
-5,304
758
– –
-7,280
759
– –
-2,477
760
– –
-4,179
761
– –
-11,642
762
– –
-7,345
763
– –
-4,212
764
– –
-1,264
765
– –
-3,157
766
– –
-8,254
767
– –
-4,736
768
– –
-8,208
769
– –
-8,602
770
– –
-3,254
771
– –
-18,204
772
– –
-23,840
773
– –
-1,251
774
– –
-16,370
775
– –
-3,340
29 30
31
32 33