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
476
$963K 0.02%
12,188
-5,209
477
$962K 0.02%
8,009
-3,559
478
$959K 0.02%
5,936
-1,756
479
$955K 0.02%
11,536
-121
480
$949K 0.02%
10,065
-1,111
481
$944K 0.02%
123,507
-55,943
482
$927K 0.02%
19,173
-3,914
483
$922K 0.02%
29,683
-30,000
484
$918K 0.02%
9,297
-1,888
485
$916K 0.02%
20,916
-1,951
486
$895K 0.02%
7,640
+4,322
487
$894K 0.02%
75,738
-13,242
488
$890K 0.02%
11,556
-13,957
489
$884K 0.02%
29,393
-7,999
490
$873K 0.02%
22,572
-2,089
491
$862K 0.02%
22,339
+2,603
492
$852K 0.02%
3,792
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493
$850K 0.02%
6,218
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494
$846K 0.02%
25,381
-2,955
495
$845K 0.02%
13,901
+2,260
496
$839K 0.02%
55,508
+4,128
497
$839K 0.02%
39,826
+17,668
498
$836K 0.02%
5,457
-12,492
499
$835K 0.02%
7,128
+1,218
500
$834K 0.02%
44,925
-2,385
18 19
20
21 22