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
301
$3.07M 0.06%
77,679
-1,887
302
$3.06M 0.06%
45,483
-6,518
303
$3.03M 0.06%
129,491
-104,673
304
$3.03M 0.06%
45,058
-2,899
305
$3.02M 0.06%
27,563
-4,091
306
$3.02M 0.06%
181,173
+26,737
307
$3.01M 0.06%
54,032
-3,475
308
$3M 0.06%
36,326
+3,047
309
$2.97M 0.06%
13,191
+347
310
$2.95M 0.06%
69,887
+17,595
311
$2.92M 0.06%
55,037
-5,065
312
$2.92M 0.06%
85,058
-10,209
313
$2.91M 0.06%
28,200
+11,416
314
$2.88M 0.06%
64,986
-5,189
315
$2.88M 0.06%
40,506
-3,983
316
$2.88M 0.06%
51,612
-5,974
317
$2.83M 0.06%
57,216
-3,946
318
$2.83M 0.06%
17,643
-3,537
319
$2.8M 0.06%
27,678
-3,794
320
$2.78M 0.06%
95,202
+2,720
321
$2.73M 0.06%
95,982
-1,775
322
$2.73M 0.06%
37,087
-1,602
323
$2.71M 0.06%
77,907
-8,574
324
$2.7M 0.06%
27,482
-2,819
325
$2.7M 0.06%
31,078
+11,528
11 12
13
14 15