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
751
$57K ﹤0.01%
3,403
752
$55K ﹤0.01%
11,050
+150
753
$45K ﹤0.01%
1,200
754
$39K ﹤0.01%
15,510
-19,423
755
$10K ﹤0.01%
12,010
756
– –
-7,280
757
– –
-2,477
758
– –
-4,179
759
– –
-11,642
760
– –
-7,345
761
– –
-4,212
762
– –
-1,264
763
– –
-3,157
764
– –
-8,254
765
– –
-4,736
766
– –
-8,208
767
– –
-8,602
768
– –
-3,254
769
– –
-18,204
770
– –
-23,840
771
– –
-1,251
772
– –
-16,370
773
– –
-3,340
774
– –
-13,990
775
– –
-2,938
29 30
31
32 33