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
$4.89B
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$11M
3
+$6.34M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.62M
5
OC icon
Owens Corning
OC
+$5.35M

Top Sells

1
+$13.7M
2
+$12.9M
3
+$11M
4
WFC icon
Wells Fargo
WFC
+$7.89M
5
GE icon
GE Aerospace
GE
+$6.07M

Sector Composition

1 Financials 13.23%
2 Technology 11.05%
3 Healthcare 10.86%
4 Industrials 9.12%
5 Consumer Staples 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.11M 0.1%
38,355
-1,647
227
$5.07M 0.1%
32,913
-2,617
228
$5M 0.1%
117,686
+28,848
229
$4.98M 0.1%
119,644
-7,604
230
$4.95M 0.1%
49,424
+6,161
231
$4.95M 0.1%
67,426
-3,551
232
$4.94M 0.1%
30,232
-1,848
233
$4.86M 0.1%
+90,878
234
$4.84M 0.1%
162,893
-1,369
235
$4.83M 0.1%
3,294
-198
236
$4.69M 0.1%
211,558
+8,440
237
$4.63M 0.09%
62,559
-38,684
238
$4.61M 0.09%
82,336
-925
239
$4.61M 0.09%
68,847
+4,242
240
$4.59M 0.09%
79,134
-10,094
241
$4.53M 0.09%
110,897
+25,379
242
$4.53M 0.09%
52,590
+35,567
243
$4.47M 0.09%
66,302
+21,204
244
$4.46M 0.09%
72,353
+10,081
245
$4.46M 0.09%
62,926
-21,349
246
$4.42M 0.09%
35,167
-980
247
$4.42M 0.09%
121,755
+10,950
248
$4.41M 0.09%
104,457
-340
249
$4.39M 0.09%
69,377
-37,855
250
$4.37M 0.09%
139,628
+60,114
8 9
10
11 12