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
676
$327K 0.01%
4,716
-542
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3,039
-50
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$325K 0.01%
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$321K 0.01%
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$318K 0.01%
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683
$317K 0.01%
4,183
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684
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42,520
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685
$315K 0.01%
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686
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687
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688
$312K 0.01%
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689
$311K 0.01%
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690
$311K 0.01%
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5,495
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694
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695
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3,013
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696
$304K 0.01%
4,195
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697
$303K 0.01%
14,565
-7,570
698
$300K 0.01%
9,462
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699
$300K 0.01%
23,524
-1,238
700
$298K 0.01%
+1,344
26 27
28
29 30