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
576
$401K 0.01%
4,514
-992
577
$399K 0.01%
4,332
-28
578
$399K 0.01%
9,956
+2,673
579
$398K 0.01%
+16,180
580
$397K 0.01%
39,814
-3,685
581
$397K 0.01%
3,208
582
$393K 0.01%
4,821
-25
583
$393K 0.01%
11,400
-3,550
584
$390K 0.01%
+6,247
585
$388K 0.01%
21,106
-5,542
586
$384K 0.01%
19,349
-2,657
587
$384K 0.01%
1,949
-1,047
588
$381K 0.01%
6,055
-562
589
$381K 0.01%
12,266
+2,620
590
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1,985
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591
$376K 0.01%
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592
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593
$366K 0.01%
1,477
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594
$366K 0.01%
2,756
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595
$364K 0.01%
3,861
596
$363K 0.01%
8,824
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597
$362K 0.01%
3,733
-1,198
598
$361K 0.01%
4,610
-408
599
$361K 0.01%
69,315
-49,485
600
$360K 0.01%
8,811
-541
22 23
24
25 26