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
301
$2.21M 0.06%
40,078
-12,848
302
$2.21M 0.06%
24,786
+7,349
303
$2.19M 0.06%
32,606
-352
304
$2.17M 0.06%
31,903
-23,791
305
$2.17M 0.06%
18,004
-459
306
$2.16M 0.06%
114,362
+11,114
307
$2.14M 0.06%
35,596
-3,592
308
$2.14M 0.06%
42,711
+4,847
309
$2.13M 0.06%
37,813
+12,204
310
$2.11M 0.05%
65,968
+29,397
311
$2.1M 0.05%
62,823
-34,220
312
$2.09M 0.05%
58,655
+12,869
313
$2.06M 0.05%
14,049
-858
314
$2.05M 0.05%
37,024
-3,896
315
$2.04M 0.05%
501,525
+22,652
316
$2.01M 0.05%
16,163
-437
317
$1.95M 0.05%
59,805
-38,912
318
$1.94M 0.05%
24,781
+1,766
319
$1.94M 0.05%
115,437
-53,511
320
$1.93M 0.05%
15,663
-3,584
321
$1.91M 0.05%
6,231
-1,190
322
$1.91M 0.05%
17,465
-2,562
323
$1.9M 0.05%
69,134
-7,645
324
$1.88M 0.05%
28,557
325
$1.87M 0.05%
20,219
-2,489
11 12
13
14 15