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
26
$27.9M 0.72%
1,026,352
+39,013
27
$27.9M 0.72%
620,501
-58,110
28
$27.3M 0.71%
791,625
-95,322
29
$26.4M 0.68%
200,358
-8,185
30
$26.1M 0.68%
687,020
-256,480
31
$25.9M 0.67%
1,203,392
-200
32
$25.4M 0.66%
544,925
-55,424
33
$25M 0.65%
284,003
-33,562
34
$24.5M 0.64%
307,471
-66,391
35
$24.5M 0.63%
356,194
+13,706
36
$23.5M 0.61%
544,045
-26,070
37
$22.9M 0.59%
296,750
-13,912
38
$22.7M 0.59%
337,835
-16,184
39
$22.2M 0.57%
317,577
+33,622
40
$21.9M 0.57%
171,738
-2,894
41
$21.1M 0.55%
234,853
-20,233
42
$20.6M 0.53%
183,100
+17,604
43
$20.5M 0.53%
273,274
+2,288
44
$19.9M 0.52%
398,517
-104,260
45
$18.6M 0.48%
776,839
+14,762
46
$17.8M 0.46%
413,856
-40,705
47
$17.7M 0.46%
1,050,990
-39,569
48
$17.7M 0.46%
536,998
-1,714
49
$17.7M 0.46%
600,414
-44,582
50
$17.4M 0.45%
224,331
-27,833
1
2
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