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
251
$3.28M 0.09%
27,192
-5,845
252
$3.27M 0.08%
58,584
-5,227
253
$3.25M 0.08%
71,527
+61,995
254
$3.2M 0.08%
26,713
-9,988
255
$3.19M 0.08%
68,439
+5,009
256
$3.19M 0.08%
29,844
+11,700
257
$3.11M 0.08%
89,210
-1,187
258
$3.1M 0.08%
36,710
-1,544
259
$3.08M 0.08%
387,470
+191,740
260
$3.07M 0.08%
38,095
+8,338
261
$3.06M 0.08%
57,027
-488
262
$3.01M 0.08%
11,666
263
$2.99M 0.08%
36,814
+18,361
264
$2.99M 0.08%
54,752
+20,533
265
$2.96M 0.08%
52,419
+26
266
$2.94M 0.08%
417,502
-17,270
267
$2.89M 0.08%
13,098
-3,031
268
$2.89M 0.07%
63,098
+26,314
269
$2.87M 0.07%
33,994
+420
270
$2.82M 0.07%
86,113
-140,401
271
$2.81M 0.07%
115,110
-38,340
272
$2.77M 0.07%
37,782
+5,011
273
$2.77M 0.07%
36,012
+2,073
274
$2.73M 0.07%
40,953
-2,215
275
$2.73M 0.07%
83,243
-59,084
9 10
11
12 13