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
826
-27,658