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
376
$1.34M 0.03%
272,915
-187,360
377
$1.32M 0.03%
30,366
-380
378
$1.31M 0.03%
23,042
+3,130
379
$1.31M 0.03%
113,628
+2,500
380
$1.3M 0.03%
440,517
-77,972
381
$1.3M 0.03%
25,437
+10,584
382
$1.3M 0.03%
10,225
-1,354
383
$1.28M 0.03%
38,467
-11,353
384
$1.27M 0.03%
29,695
-5,341
385
$1.26M 0.03%
22,151
-10,957
386
$1.26M 0.03%
37,533
-45,589
387
$1.24M 0.03%
73,230
-2,670
388
$1.23M 0.03%
34,241
+8,821
389
$1.22M 0.03%
13,608
+2,991
390
$1.21M 0.03%
21,581
+5,369
391
$1.21M 0.03%
26,850
+11,333
392
$1.2M 0.03%
5,866
-5,143
393
$1.2M 0.03%
275,139
-73,691
394
$1.2M 0.03%
33,194
+10,098
395
$1.18M 0.03%
50,913
+12,828
396
$1.15M 0.03%
44,714
-37,589
397
$1.14M 0.03%
+44,690
398
$1.14M 0.03%
28,209
-14,350
399
$1.13M 0.03%
31,016
-1,117
400
$1.13M 0.03%
9,841
-11,533
14 15
16
17 18