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
101
$9.29M 0.28%
62,055
+5,925
102
$9.29M 0.28%
210,208
+73,476
103
$9.07M 0.27%
78,081
+1,760
104
$8.96M 0.27%
172,728
-4,599
105
$8.93M 0.27%
128,975
+1,496
106
$8.88M 0.27%
172,397
+3,950
107
$8.83M 0.27%
146,561
+437
108
$8.82M 0.27%
166,639
-5,582
109
$8.55M 0.26%
200,051
+171,416
110
$8.1M 0.24%
125,562
-714
111
$8.09M 0.24%
125,590
+3,937
112
$7.98M 0.24%
53,123
+5,786
113
$7.74M 0.23%
137,199
+32,691
114
$7.44M 0.22%
5,908
+842
115
$7.37M 0.22%
457,300
-108,160
116
$7.35M 0.22%
164,182
+21,727
117
$7.23M 0.22%
191,628
-9,398
118
$7.2M 0.22%
175,894
-98,679
119
$7.2M 0.22%
99,720
-30,749
120
$7.13M 0.22%
71,974
-699
121
$7.01M 0.21%
124,580
+1,012
122
$7M 0.21%
+16,550
123
$6.96M 0.21%
55,513
-2,715
124
$6.95M 0.21%
80,274
-2,727
125
$6.85M 0.21%
79,424
-2,466
3 4
5
6 7