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
626
$403K 0.01%
55,750
627
$402K 0.01%
10,072
+54
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629
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631
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632
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633
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634
$392K 0.01%
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635
$391K 0.01%
10,969
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636
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27,229
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637
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2,168
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638
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6,894
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639
$383K 0.01%
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640
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643
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644
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646
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15,072
-2,880
647
$371K 0.01%
24,969
-1,286
648
$362K 0.01%
6,081
+67
649
$361K 0.01%
29,110
-7,710
650
$361K 0.01%
7,878
+399
24 25
26
27 28