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
451
$1.1M 0.02%
93,712
-40,836
452
$1.09M 0.02%
18,586
+12,914
453
$1.08M 0.02%
8,717
-83
454
$1.08M 0.02%
104,255
-39,238
455
$1.07M 0.02%
25,900
+86
456
$1.06M 0.02%
27,503
457
$1.06M 0.02%
21,033
-11,812
458
$1.05M 0.02%
41,694
459
$1.05M 0.02%
21,477
+493
460
$1.04M 0.02%
11,592
-6,279
461
$1.03M 0.02%
8,700
-138
462
$1.01M 0.02%
+35,905
463
$1.01M 0.02%
77,922
-459
464
$1.01M 0.02%
7,604
-4,397
465
$1.01M 0.02%
13,075
+93
466
$1.01M 0.02%
10,343
-274
467
$1M 0.02%
23,531
-6,730
468
$994K 0.02%
15,443
-419
469
$985K 0.02%
7,386
-184
470
$981K 0.02%
10,359
+156
471
$978K 0.02%
20,633
+1,584
472
$978K 0.02%
9,193
+639
473
$972K 0.02%
4,056
+303
474
$971K 0.02%
51,683
-190
475
$965K 0.02%
14,791
-6,618
17 18
19
20 21