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
551
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17,638
-749
552
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18,368
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553
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15,357
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38,015
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555
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40,180
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556
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195,378
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557
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8,106
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559
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560
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11,010
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561
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562
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563
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24,999
564
$577K 0.01%
8,329
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565
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14,589
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566
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567
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23,517
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569
$555K 0.01%
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570
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571
$551K 0.01%
30,181
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572
$549K 0.01%
32,776
-21,507
573
$545K 0.01%
11,927
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574
$541K 0.01%
12,570
575
$533K 0.01%
4,262
+257
21 22
23
24 25