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
576
$529K 0.01%
100,000
577
$524K 0.01%
9,783
-835
578
$522K 0.01%
5,326
-235
579
$517K 0.01%
7,110
-1,795
580
$516K 0.01%
8,428
-159
581
$515K 0.01%
11,932
-1,780
582
$514K 0.01%
17,796
-88
583
$508K 0.01%
10,000
584
$507K 0.01%
10,380
-10,938
585
$507K 0.01%
11,885
-5,962
586
$499K 0.01%
10,271
-209
587
$497K 0.01%
9,247
588
$492K 0.01%
+6,821
589
$492K 0.01%
6,543
-1,217
590
$491K 0.01%
4,675
591
$491K 0.01%
14,033
-5,934
592
$488K 0.01%
5,410
-37
593
$486K 0.01%
10,000
594
$485K 0.01%
6,664
-308
595
$485K 0.01%
19,485
-1,886
596
$470K 0.01%
23,549
597
$470K 0.01%
8,702
+1,080
598
$468K 0.01%
3,208
599
$467K 0.01%
9,290
600
$462K 0.01%
15,000
-6,894
22 23
24
25 26