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
426
$1.33M 0.03%
15,989
-30,983
427
$1.32M 0.03%
30,525
-1,870
428
$1.32M 0.03%
12,643
+5,116
429
$1.31M 0.03%
7,693
-608
430
$1.3M 0.03%
23,104
-2,900
431
$1.29M 0.03%
12,498
-772
432
$1.29M 0.03%
26,494
-10,593
433
$1.27M 0.03%
12,107
-660
434
$1.27M 0.03%
41,808
+3,876
435
$1.26M 0.03%
12,136
-2,724
436
$1.23M 0.03%
32,074
-1,568
437
$1.23M 0.03%
29,874
+25,902
438
$1.23M 0.03%
11,928
+2,405
439
$1.22M 0.02%
27,255
-3,935
440
$1.2M 0.02%
22,722
-2,420
441
$1.19M 0.02%
15,149
-228
442
$1.18M 0.02%
19,568
+136
443
$1.17M 0.02%
8,709
-382
444
$1.17M 0.02%
37,913
-3,734
445
$1.16M 0.02%
17,597
446
$1.16M 0.02%
20,925
-3,056
447
$1.15M 0.02%
30,073
-3,890
448
$1.14M 0.02%
6,259
-1,681
449
$1.14M 0.02%
33,693
-1,596
450
$1.11M 0.02%
7,235
+1,383
16 17
18
19 20