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
$3.86B
AUM Growth
+$8.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
849
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.2M
3
+$8.68M
4
PG icon
Procter & Gamble
PG
+$8.53M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.78M

Top Sells

1
+$12.3M
2
+$9.73M
3
+$7.34M
4
GE icon
GE Aerospace
GE
+$7.19M
5
CMCSA icon
Comcast
CMCSA
+$6.83M

Sector Composition

1 Financials 12.51%
2 Healthcare 10.68%
3 Technology 10.32%
4 Consumer Staples 9.84%
5 Industrials 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.88M 0.1%
294,647
-344,850
227
$3.84M 0.1%
107,707
-112,199
228
$3.83M 0.1%
92,664
+5,050
229
$3.8M 0.1%
53,670
-16,946
230
$3.77M 0.1%
60,412
-21,346
231
$3.74M 0.1%
89,306
+19,902
232
$3.69M 0.1%
29,541
-1,960
233
$3.65M 0.09%
44,543
-1,117
234
$3.6M 0.09%
69,652
+2,136
235
$3.6M 0.09%
106,000
+37,558
236
$3.59M 0.09%
76,211
+32,966
237
$3.54M 0.09%
51,997
-419
238
$3.54M 0.09%
44,918
+7,428
239
$3.52M 0.09%
45,779
-5,023
240
$3.51M 0.09%
31,684
+397
241
$3.48M 0.09%
286,326
-52,531
242
$3.46M 0.09%
31,969
+3,386
243
$3.42M 0.09%
137,706
+57,984
244
$3.4M 0.09%
38,425
-1,094
245
$3.39M 0.09%
36,326
+14,473
246
$3.38M 0.09%
77,825
+16,925
247
$3.38M 0.09%
61,656
-22,585
248
$3.38M 0.09%
313,341
-259,021
249
$3.33M 0.09%
17,621
-3,647
250
$3.29M 0.09%
72,960
+1,630
8 9
10
11 12