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
76
$12.6M 0.38%
685,741
+51,100
77
$12.5M 0.38%
782,181
+107,652
78
$12.5M 0.38%
154,041
+808
79
$12.3M 0.37%
138,132
-40,666
80
$12.1M 0.37%
224,669
+17,517
81
$11.9M 0.36%
217,990
+10,148
82
$11.9M 0.36%
105,679
-9,138
83
$11.8M 0.36%
224,390
-226
84
$11.7M 0.35%
201,695
+16,715
85
$11.3M 0.34%
386,412
+25,390
86
$11.3M 0.34%
210,732
+20,828
87
$10.7M 0.32%
375,397
+6,233
88
$10.6M 0.32%
310,385
+88,942
89
$10.5M 0.32%
89,874
-1,087
90
$10.5M 0.32%
229,912
+12,231
91
$10.4M 0.31%
413,749
-5,740
92
$10.3M 0.31%
234,602
+18,154
93
$10.3M 0.31%
508,426
-48,977
94
$9.99M 0.3%
138,101
+11,371
95
$9.95M 0.3%
417,475
-39,454
96
$9.63M 0.29%
128,834
-621
97
$9.6M 0.29%
270,645
+45,701
98
$9.44M 0.29%
176,944
+20,360
99
$9.41M 0.28%
222,008
-23,212
100
$9.34M 0.28%
8,062
+681
2 3
4
5 6