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
26
$35.2M 0.72%
627,492
-32,936
27
$34M 0.7%
290,539
+93,619
28
$34M 0.69%
820,003
+12,985
29
$33.2M 0.68%
915,976
-93,684
30
$32.5M 0.66%
632,330
-21,536
31
$31.8M 0.65%
235,775
+7,176
32
$31.6M 0.65%
275,706
-2,673
33
$30M 0.61%
338,390
-23,146
34
$29.9M 0.61%
726,776
-52,379
35
$29.5M 0.6%
351,889
-6,177
36
$28.9M 0.59%
259,953
+9,193
37
$28.6M 0.59%
423,455
+20,139
38
$28.3M 0.58%
351,659
-29,439
39
$28.2M 0.58%
565,875
+7,414
40
$27.7M 0.57%
235,015
-1,527
41
$25.8M 0.53%
224,367
+42,671
42
$25.3M 0.52%
459,075
-143,168
43
$24.6M 0.5%
268,845
-3,595
44
$23.9M 0.49%
1,194,382
-25,400
45
$23.7M 0.48%
356,862
-8,422
46
$23.6M 0.48%
611,400
-4,620
47
$23.6M 0.48%
683,246
+52,066
48
$22.1M 0.45%
605,983
+153,908
49
$22.1M 0.45%
153,522
+827
50
$22.1M 0.45%
466,876
-46,234
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