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
401
$1.5M 0.03%
52,104
-2,847
402
$1.49M 0.03%
27,156
+16,491
403
$1.47M 0.03%
32,484
-65,168
404
$1.47M 0.03%
26,935
-284
405
$1.46M 0.03%
25,800
+1,950
406
$1.45M 0.03%
21,653
-6,121
407
$1.45M 0.03%
18,640
+4,717
408
$1.45M 0.03%
294,755
+173,652
409
$1.44M 0.03%
35,451
-71,319
410
$1.43M 0.03%
19,893
-10,812
411
$1.43M 0.03%
20,878
-1,131
412
$1.42M 0.03%
14,488
-2,383
413
$1.42M 0.03%
24,100
414
$1.41M 0.03%
275,293
-22,162
415
$1.4M 0.03%
15,262
-1,141
416
$1.4M 0.03%
12,583
-732
417
$1.39M 0.03%
37,264
-3,824
418
$1.37M 0.03%
23,026
-588
419
$1.36M 0.03%
18,186
-8,358
420
$1.35M 0.03%
6,615
-331
421
$1.34M 0.03%
42,749
+34,847
422
$1.34M 0.03%
26,663
-1,430
423
$1.34M 0.03%
36,315
+5,774
424
$1.34M 0.03%
25,469
-4,108
425
$1.34M 0.03%
27,295
-142
15 16
17
18 19