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
176
$4.53M 0.14%
18,170
-1,340
177
$4.5M 0.14%
46,769
+8,607
178
$4.47M 0.14%
150,310
-3,266
179
$4.43M 0.13%
124,486
+46,664
180
$4.4M 0.13%
536,957
+46,509
181
$4.39M 0.13%
150,710
-11,742
182
$4.33M 0.13%
42,741
-10,765
183
$4.33M 0.13%
754,655
-108,584
184
$4.32M 0.13%
23,638
+566
185
$4.27M 0.13%
309,943
-1,404
186
$4.26M 0.13%
50,391
+16,494
187
$4.23M 0.13%
32,046
-899
188
$4.09M 0.12%
93,666
-14,292
189
$4.04M 0.12%
63,783
-4,697
190
$4.01M 0.12%
36,211
-1,433
191
$4.01M 0.12%
35,931
-8,105
192
$4M 0.12%
194,938
-15
193
$3.98M 0.12%
156,261
-6,357
194
$3.97M 0.12%
84,166
-5,403
195
$3.94M 0.12%
96,768
-12,841
196
$3.9M 0.12%
67,887
+1,590
197
$3.87M 0.12%
29,809
+8,611
198
$3.85M 0.12%
37,996
-1,243
199
$3.85M 0.12%
11,728
-2,626
200
$3.84M 0.12%
29,739
-1,687
6 7
8
9 10