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
276
$3.77M 0.08%
31,387
-3,431
277
$3.68M 0.08%
54,320
-3,448
278
$3.68M 0.08%
24,826
-2,369
279
$3.66M 0.07%
53,307
-551
280
$3.64M 0.07%
49,890
-4,561
281
$3.62M 0.07%
67,172
-8,323
282
$3.61M 0.07%
301,530
-110,253
283
$3.59M 0.07%
183,437
-1,793
284
$3.59M 0.07%
81,278
-7,854
285
$3.56M 0.07%
836,637
-56,571
286
$3.48M 0.07%
33,941
-6,652
287
$3.45M 0.07%
72,498
-73,820
288
$3.45M 0.07%
69,918
+2,034
289
$3.43M 0.07%
67,472
-59,253
290
$3.41M 0.07%
61,491
-3,584
291
$3.4M 0.07%
73,887
+57,119
292
$3.36M 0.07%
134,539
+123,028
293
$3.35M 0.07%
26,997
-6,371
294
$3.33M 0.07%
46,801
+930
295
$3.27M 0.07%
139,221
-7,115
296
$3.25M 0.07%
108,692
-5,012
297
$3.21M 0.07%
62,401
-15,682
298
$3.2M 0.07%
19,471
-1,835
299
$3.19M 0.07%
178,042
-4,624
300
$3.14M 0.06%
49,820
-1,507
10 11
12
13 14