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
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
+1,918
432
$901K 0.02%
5,643
-583
433
$891K 0.02%
4,350
+142
434
$889K 0.02%
18,056
-92
435
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14,151
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436
$873K 0.02%
19,082
-586
437
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8,297
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438
$865K 0.02%
28,842
-3,758
439
$861K 0.02%
16,182
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440
$857K 0.02%
24,753
-9,565
441
$845K 0.02%
11,727
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442
$836K 0.02%
85,279
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443
$834K 0.02%
7,135
-2,374
444
$829K 0.02%
11,042
-3,732
445
$829K 0.02%
10,736
-216
446
$825K 0.02%
12,824
+215
447
$824K 0.02%
39,026
-441
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