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
651
$360K 0.01%
11,949
652
$359K 0.01%
10,785
-665
653
$358K 0.01%
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654
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655
$355K 0.01%
2,890
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656
$352K 0.01%
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657
$349K 0.01%
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658
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13,349
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$346K 0.01%
3,020
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660
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661
$345K 0.01%
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663
$344K 0.01%
9,830
-100
664
$342K 0.01%
5,832
+2,882
665
$341K 0.01%
9,116
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666
$341K 0.01%
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$340K 0.01%
6,450
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668
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12,226
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669
$339K 0.01%
15,749
670
$338K 0.01%
2,627
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671
$335K 0.01%
3,245
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672
$332K 0.01%
13,924
-1,424
673
$330K 0.01%
8,640
674
$329K 0.01%
5,069
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675
$328K 0.01%
2,966
-489
25 26
27
28 29