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
276
$2.71M 0.07%
129,647
-81,916
277
$2.66M 0.07%
26,170
-1,536
278
$2.66M 0.07%
6,977
-70
279
$2.65M 0.07%
72,557
-9,781
280
$2.64M 0.07%
26,845
-23,337
281
$2.62M 0.07%
74,968
+20,335
282
$2.59M 0.07%
7,603
-1,040
283
$2.56M 0.07%
24,081
+4,224
284
$2.55M 0.07%
18,547
+3,631
285
$2.53M 0.07%
32,393
-3,267
286
$2.48M 0.06%
47,225
+23,142
287
$2.46M 0.06%
42,163
-806
288
$2.41M 0.06%
56,538
-17,918
289
$2.41M 0.06%
49,182
+44,182
290
$2.38M 0.06%
15,998
+1,306
291
$2.35M 0.06%
45,805
-26,105
292
$2.32M 0.06%
40,549
+34,070
293
$2.3M 0.06%
55,055
-8,475
294
$2.3M 0.06%
323,343
-89,568
295
$2.3M 0.06%
77,868
+11,240
296
$2.3M 0.06%
158,310
+11,220
297
$2.27M 0.06%
22,396
+2,439
298
$2.25M 0.06%
32,952
-3,362
299
$2.23M 0.06%
86,020
-3,760
300
$2.23M 0.06%
56,156
-27,708
10 11
12
13 14