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
126
$6.82M 0.21%
77,762
-3,456
127
$6.8M 0.21%
118,035
-119,414
128
$6.78M 0.21%
132,816
-7,954
129
$6.63M 0.2%
178,564
+7,683
130
$6.45M 0.19%
241,396
-63,076
131
$6.43M 0.19%
78,825
+989
132
$6.43M 0.19%
134,806
-10,223
133
$6.4M 0.19%
102,203
-6,471
134
$6.34M 0.19%
63,130
-8,543
135
$6.33M 0.19%
130,353
+101,700
136
$6.27M 0.19%
102,905
+15,983
137
$6.2M 0.19%
50,320
+5,147
138
$6.2M 0.19%
172,499
-2,258
139
$5.95M 0.18%
50,216
-221
140
$5.94M 0.18%
63,526
+17,849
141
$5.71M 0.17%
173,547
+3,221
142
$5.7M 0.17%
55,285
+577
143
$5.7M 0.17%
71,614
-1,945
144
$5.68M 0.17%
145,585
-8,255
145
$5.64M 0.17%
99,376
+1,622
146
$5.64M 0.17%
381,541
-10,185
147
$5.63M 0.17%
51,383
+7,404
148
$5.61M 0.17%
101,385
+11,229
149
$5.56M 0.17%
47,726
+3,817
150
$5.5M 0.17%
125,931
-5,584
4 5
6
7 8