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
351
$2.23M 0.05%
33,952
+2,998
352
$2.22M 0.05%
29,290
353
$2.22M 0.05%
24,292
+627
354
$2.2M 0.04%
9
355
$2.19M 0.04%
29,715
+2,718
356
$2.18M 0.04%
36,096
-77,299
357
$2.17M 0.04%
41,734
-4,237
358
$2.13M 0.04%
17,378
-626
359
$2.12M 0.04%
44,653
-1,766
360
$2.11M 0.04%
35,797
-2,782
361
$2.1M 0.04%
24,880
-4,416
362
$2.1M 0.04%
68,928
-11,244
363
$2.09M 0.04%
28,241
-7,039
364
$2.06M 0.04%
10,044
-1,135
365
$2.06M 0.04%
28,936
-624
366
$2.05M 0.04%
135,315
+13,998
367
$2.05M 0.04%
19,406
-6,351
368
$2.03M 0.04%
44,508
-2,787
369
$1.99M 0.04%
73,529
-3,060
370
$1.96M 0.04%
28,085
+2,822
371
$1.92M 0.04%
32,243
-3,758
372
$1.91M 0.04%
17,322
+348
373
$1.91M 0.04%
5,201
+2,579
374
$1.89M 0.04%
53,179
+10,001
375
$1.87M 0.04%
25,772
+379
13 14
15
16 17