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
401
$1.12M 0.03%
10,375
+4,426
402
$1.1M 0.03%
21,637
-188
403
$1.09M 0.03%
26,474
-1,001
404
$1.07M 0.03%
9,632
-767
405
$1.07M 0.03%
13,971
-458
406
$1.05M 0.03%
17,432
-888
407
$1.05M 0.03%
16,145
+1,865
408
$1.05M 0.03%
38,980
-11,243
409
$1.04M 0.03%
35,140
-14,605
410
$1.04M 0.03%
60,595
+9,880
411
$1.01M 0.03%
49,267
+24,263
412
$1.01M 0.03%
8,026
+4,566
413
$1M 0.03%
14,740
+5,816
414
$992K 0.03%
29,669
-2,703
415
$991K 0.03%
9,491
-1,394
416
$989K 0.03%
10,718
+5,398
417
$988K 0.03%
1,119
-706
418
$986K 0.03%
13,870
+4,152
419
$986K 0.03%
8,045
+1,347
420
$983K 0.03%
18,026
+3,774
421
$982K 0.03%
39,173
+2,861
422
$975K 0.03%
23,656
-1,086
423
$974K 0.03%
9,498
+1,645
424
$961K 0.02%
8,595
-9,939
425
$941K 0.02%
4,182
+874
15 16
17
18 19