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
501
$604K 0.02%
7,424
-19
502
$604K 0.02%
10,525
-86
503
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8,907
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504
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54,026
-1,949
505
$597K 0.02%
2,552
-15
506
$594K 0.02%
4,813
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507
$586K 0.02%
22,516
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508
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41,597
-38,659
509
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5,181
+2,295
510
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12,267
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511
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9,527
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512
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18,498
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513
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12,861
-2,595
514
$566K 0.01%
20,842
-26,626
515
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10,617
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516
$562K 0.01%
14,838
-2,868
517
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5,663
-11
518
$557K 0.01%
13,263
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519
$556K 0.01%
3,901
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520
$553K 0.01%
14,155
-8,146
521
$550K 0.01%
11,486
-2,383
522
$547K 0.01%
11,868
-1,450
523
$540K 0.01%
16,975
-3,235
524
$530K 0.01%
12,464
+1,209
525
$530K 0.01%
10,505
-3,268
19 20
21
22 23