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
151
$5.45M 0.16%
319,323
-40,289
152
$5.42M 0.16%
59,121
+1,219
153
$5.32M 0.16%
75,632
+3,329
154
$5.32M 0.16%
223,312
-8,836
155
$5.31M 0.16%
26,803
-4,094
156
$5.29M 0.16%
463,258
157
$5.24M 0.16%
104,722
+9,518
158
$5.23M 0.16%
125,133
+58,881
159
$5.22M 0.16%
66,043
+877
160
$5.18M 0.16%
134,320
-8,748
161
$5.13M 0.16%
72,989
+3,889
162
$4.98M 0.15%
168,926
+9,014
163
$4.83M 0.15%
54,452
+3,319
164
$4.82M 0.15%
51,351
-4,893
165
$4.78M 0.14%
69,118
-1,881
166
$4.77M 0.14%
62,642
+5,212
167
$4.74M 0.14%
123,712
-7,003
168
$4.7M 0.14%
412,197
-64,376
169
$4.69M 0.14%
78,390
+213
170
$4.67M 0.14%
65,862
-7,958
171
$4.66M 0.14%
91,438
-154
172
$4.62M 0.14%
67,782
-3,255
173
$4.58M 0.14%
64,988
+4,756
174
$4.55M 0.14%
72,553
-37,723
175
$4.53M 0.14%
63,456
-808
5 6
7
8 9