Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
1
$114M 3.44%
3,061,275
-101,426
2
$105M 3.18%
1,639,228
+477,473
3
$68.3M 2.06%
744,918
-20,942
4
$52.4M 1.58%
557,577
-15,505
5
$49.2M 1.49%
249,490
-1,258
6
$48.8M 1.48%
1,938,664
-151,004
7
$46.9M 1.42%
562,560
+144,772
8
$42.6M 1.29%
570,358
+9,154
9
$36.1M 1.09%
387,979
-8,668
10
$35.4M 1.07%
296,544
-2,219
11
$35.3M 1.07%
760,888
-21,199
12
$33.9M 1.03%
276,341
+77,544
13
$33.3M 1.01%
608,839
+48,357
14
$32.9M 0.99%
657,554
+56,115
15
$32.6M 0.98%
385,945
-13,580
16
$32.1M 0.97%
772,925
+73,471
17
$31.3M 0.95%
1,115,252
+6,488
18
$31M 0.94%
431,234
+46,200
19
$30.3M 0.91%
709,331
+13,186
20
$27.6M 0.83%
258,517
+365
21
$27M 0.82%
285,178
+10,535
22
$26.7M 0.81%
284,643
+853
23
$26.1M 0.79%
260,701
+27,284
24
$25.9M 0.78%
659,094
-12,547
25
$25.6M 0.77%
667,773
+33,750
1
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