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
326
$2.69M 0.05%
129,690
-9,454
327
$2.6M 0.05%
65,830
-17,938
328
$2.56M 0.05%
+42,686
329
$2.55M 0.05%
22,096
+496
330
$2.54M 0.05%
20,767
-1,490
331
$2.54M 0.05%
21,974
-57
332
$2.54M 0.05%
42,926
-4,245
333
$2.51M 0.05%
33,458
-980
334
$2.51M 0.05%
60,302
+734
335
$2.5M 0.05%
17,390
-2,970
336
$2.5M 0.05%
15,985
-3,002
337
$2.48M 0.05%
6,504
-198
338
$2.47M 0.05%
31,355
-38,452
339
$2.41M 0.05%
11,488
-1,646
340
$2.4M 0.05%
34,721
+1,601
341
$2.39M 0.05%
77,836
-5,744
342
$2.38M 0.05%
49,817
-4,918
343
$2.37M 0.05%
8,239
-1,260
344
$2.33M 0.05%
+65,938
345
$2.32M 0.05%
38,398
+808
346
$2.31M 0.05%
19,786
-1,885
347
$2.3M 0.05%
76,505
-2,963
348
$2.3M 0.05%
54,500
-9,800
349
$2.29M 0.05%
12,287
-1,837
350
$2.23M 0.05%
41,203
+8,455
12 13
14
15 16