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
251
$4.32M 0.09%
162,376
+22,182
252
$4.32M 0.09%
44,483
+5,222
253
$4.29M 0.09%
49,662
-6,952
254
$4.26M 0.09%
48,062
-4,558
255
$4.26M 0.09%
155,968
-21,621
256
$4.24M 0.09%
108,466
-11,227
257
$4.24M 0.09%
49,083
-2,747
258
$4.23M 0.09%
+55,572
259
$4.21M 0.09%
+66,514
260
$4.11M 0.08%
77,695
+4,579
261
$4.07M 0.08%
39,617
-1,912
262
$4.01M 0.08%
34,778
+4,113
263
$4M 0.08%
76,194
+8,340
264
$3.98M 0.08%
65,308
-28,762
265
$3.96M 0.08%
53,454
+593
266
$3.95M 0.08%
+46,572
267
$3.94M 0.08%
35,370
-1,313
268
$3.94M 0.08%
170,958
-32,046
269
$3.94M 0.08%
175,578
-18,134
270
$3.93M 0.08%
35,489
-12,874
271
$3.92M 0.08%
54,256
-23,147
272
$3.91M 0.08%
11,026
-640
273
$3.8M 0.08%
60,743
-3,660
274
$3.79M 0.08%
65,128
-60,361
275
$3.78M 0.08%
567,930
+49,209
9 10
11
12 13