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
551
$459K 0.01%
11,216
+3,350
552
$450K 0.01%
55,750
553
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4,085
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554
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555
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556
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38,580
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557
$432K 0.01%
2,879
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558
$431K 0.01%
6,648
-71
559
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6,697
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560
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5,885
561
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4,670
562
$419K 0.01%
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563
$419K 0.01%
15,389
-13,010
564
$418K 0.01%
2,061
+108
565
$418K 0.01%
5,680
+500
566
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49,461
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567
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4,353
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568
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4,654
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569
$406K 0.01%
16,917
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570
$405K 0.01%
+15,351
571
$404K 0.01%
10,846
-6,001
572
$403K 0.01%
3,177
+17
573
$403K 0.01%
26,895
-1,000
574
$402K 0.01%
11,337
+449
575
$401K 0.01%
3,815
+726
21 22
23
24 25