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
376
$1.87M 0.04%
+36,814
377
$1.86M 0.04%
12,990
-1,154
378
$1.86M 0.04%
25,373
-26,663
379
$1.84M 0.04%
19,848
-2,205
380
$1.81M 0.04%
36,402
-2,379
381
$1.81M 0.04%
28,280
382
$1.78M 0.04%
38,766
-3,950
383
$1.78M 0.04%
24,589
-2,070
384
$1.75M 0.04%
34,758
-3,431
385
$1.74M 0.04%
12,328
-973
386
$1.74M 0.04%
79,042
+20,857
387
$1.72M 0.04%
22,760
388
$1.71M 0.04%
33,487
-3,717
389
$1.71M 0.04%
39,759
390
$1.7M 0.03%
109,089
391
$1.63M 0.03%
13,698
-678
392
$1.61M 0.03%
+61,552
393
$1.6M 0.03%
5,650
-250
394
$1.58M 0.03%
25,469
-2,405
395
$1.57M 0.03%
18,272
-29,831
396
$1.57M 0.03%
9,142
-268
397
$1.51M 0.03%
17,043
-1,717
398
$1.51M 0.03%
+26,732
399
$1.5M 0.03%
30,090
-29,118
400
$1.5M 0.03%
9,998
-137
14 15
16
17 18