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
351
$1.58M 0.04%
29,431
+4,688
352
$1.58M 0.04%
32,472
-4,660
353
$1.57M 0.04%
9,164
+3,374
354
$1.57M 0.04%
46,037
-19,268
355
$1.56M 0.04%
7,918
+479
356
$1.56M 0.04%
38,483
+327
357
$1.56M 0.04%
47,677
+9,526
358
$1.52M 0.04%
12,650
+3,676
359
$1.52M 0.04%
58,128
+41,566
360
$1.52M 0.04%
99,808
-33,014
361
$1.52M 0.04%
8,491
-1,170
362
$1.5M 0.04%
28,036
+5,741
363
$1.49M 0.04%
14,170
+2,120
364
$1.49M 0.04%
28,680
-2,173
365
$1.47M 0.04%
17,146
+6,409
366
$1.47M 0.04%
18,509
+6,184
367
$1.46M 0.04%
28,777
+4,423
368
$1.43M 0.04%
8,763
+3,990
369
$1.42M 0.04%
24,547
+1,965
370
$1.42M 0.04%
28,429
-1,155
371
$1.38M 0.04%
9,148
-4,880
372
$1.37M 0.04%
8,952
+1,505
373
$1.37M 0.04%
24,730
+1,452
374
$1.37M 0.04%
26,872
+4,999
375
$1.35M 0.04%
10,901
-607
13 14
15
16 17