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
501
$828K 0.02%
24,053
-4,131
502
$822K 0.02%
8,923
-10
503
$820K 0.02%
28,701
-3,476
504
$817K 0.02%
6,991
+5
505
$801K 0.02%
6,949
-5,930
506
$800K 0.02%
5,499
-1,449
507
$800K 0.02%
+11,476
508
$791K 0.02%
23,035
-1,512
509
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19,898
-279,122
510
$783K 0.02%
27,557
-724
511
$776K 0.02%
6,619
+96
512
$773K 0.02%
24,851
-4,481
513
$773K 0.02%
30,330
514
$769K 0.02%
45,804
+824
515
$767K 0.02%
10,000
516
$766K 0.02%
56,935
-4,134
517
$756K 0.02%
11,182
-148
518
$747K 0.02%
+10,559
519
$746K 0.02%
7,061
+4,150
520
$745K 0.02%
16,188
+962
521
$743K 0.02%
23,641
-13,634
522
$743K 0.02%
13,982
+114
523
$739K 0.02%
7,959
-462
524
$731K 0.01%
10,092
-2,732
525
$729K 0.01%
8,948
-2,273
19 20
21
22 23