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
476
$691K 0.02%
7,654
+2,130
477
$689K 0.02%
68,913
+3,425
478
$689K 0.02%
11,378
-3,930
479
$688K 0.02%
5,345
-3,138
480
$684K 0.02%
30,044
-5,112
481
$678K 0.02%
3,581
-25
482
$677K 0.02%
20,339
+3,394
483
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5,594
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484
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10,239
+1,364
485
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35,000
-274
486
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11,460
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487
$650K 0.02%
15,552
-5,462
488
$650K 0.02%
2,802
-756
489
$649K 0.02%
25,055
+10,278
490
$643K 0.02%
18,400
491
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8,210
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492
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6,030
-4,727
493
$639K 0.02%
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494
$628K 0.02%
18,781
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495
$628K 0.02%
9,958
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496
$626K 0.02%
3,217
-1,025
497
$622K 0.02%
18,848
+722
498
$618K 0.02%
6,581
+3,105
499
$615K 0.02%
11,719
-1,473
500
$614K 0.02%
+11,495
18 19
20
21 22