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
201
$3.79M 0.11%
80,175
-811
202
$3.73M 0.11%
66,104
-7,667
203
$3.73M 0.11%
253,635
-31,381
204
$3.71M 0.11%
55,828
-1,330
205
$3.7M 0.11%
42,291
+1,498
206
$3.7M 0.11%
47,155
-16,278
207
$3.68M 0.11%
30,591
208
$3.6M 0.11%
47,226
-10,970
209
$3.58M 0.11%
80,779
+1,718
210
$3.57M 0.11%
30,237
-39,546
211
$3.56M 0.11%
81,148
-4,269
212
$3.53M 0.11%
97,667
+2,760
213
$3.5M 0.11%
36,974
+23,966
214
$3.5M 0.11%
32,289
-10,243
215
$3.47M 0.1%
388,955
-58,421
216
$3.47M 0.1%
34,750
217
$3.42M 0.1%
28,343
+17,625
218
$3.32M 0.1%
108,475
-721
219
$3.27M 0.1%
123,116
+42,708
220
$3.24M 0.1%
34,554
-2,288
221
$3.23M 0.1%
35,085
-28,561
222
$3.17M 0.1%
39,044
-749
223
$3.13M 0.09%
38,152
+2,637
224
$3.11M 0.09%
156,926
225
$3.08M 0.09%
36,553
-11,515
7 8
9
10 11