Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$10.4M
2
+$10.1M
3
+$8.52M
4
PG icon
Procter & Gamble
PG
+$8.21M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.95M

Top Sells

1
+$12.7M
2
+$9.2M
3
+$7.29M
4
DD
Du Pont De Nemours E I
DD
+$7M
5
GE icon
GE Aerospace
GE
+$6.84M

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
426
$935K 0.02%
4,165
-4,086
427
$933K 0.02%
18,496
-600
428
$927K 0.02%
30,861
+2,601
429
$926K 0.02%
24,524
+364
430
$920K 0.02%
22,650
431
$916K 0.02%
10,273
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432
$901K 0.02%
5,643
-583
433
$891K 0.02%
4,350
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434
$889K 0.02%
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-92
435
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14,151
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436
$873K 0.02%
19,082
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437
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8,297
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438
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28,842
-3,758
439
$861K 0.02%
16,182
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440
$857K 0.02%
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441
$845K 0.02%
11,727
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85,279
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443
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7,135
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444
$829K 0.02%
10,736
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445
$829K 0.02%
11,042
-3,732
446
$825K 0.02%
12,824
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447
$824K 0.02%
40,931
-463
448
$817K 0.02%
24,447
-2,161
449
$811K 0.02%
22,102
-1,223
450
$796K 0.02%
8,467
-2,261
16 17
18
19 20