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
326
$1.81M 0.05%
31,830
+12,432
327
$1.81M 0.05%
30,625
328
$1.81M 0.05%
17,417
+3,545
329
$1.8M 0.05%
20,868
-957
330
$1.8M 0.05%
46,523
+5,540
331
$1.78M 0.05%
22,828
-43,337
332
$1.78M 0.05%
9
333
$1.77M 0.05%
58,746
+18,438
334
$1.76M 0.05%
27,260
-1,919
335
$1.72M 0.04%
52,064
-1,779
336
$1.7M 0.04%
9,459
+1,788
337
$1.7M 0.04%
113,112
-163,411
338
$1.69M 0.04%
19,253
-12,352
339
$1.69M 0.04%
86,947
-26,302
340
$1.68M 0.04%
175,259
+60,813
341
$1.65M 0.04%
12,317
-5,700
342
$1.65M 0.04%
11,638
-2,099
343
$1.65M 0.04%
25,127
-2,070
344
$1.64M 0.04%
19,420
-405
345
$1.63M 0.04%
69,987
-2,320
346
$1.63M 0.04%
26,197
-8,267
347
$1.63M 0.04%
23,017
-152
348
$1.62M 0.04%
+48,360
349
$1.61M 0.04%
18,494
+2,615
350
$1.6M 0.04%
22,354
-6,565
12 13
14
15 16