Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$10.4M
2
+$10.1M
3
+$8.52M
4
PG icon
Procter & Gamble
PG
+$8.21M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.95M

Top Sells

1
+$12.7M
2
+$9.2M
3
+$7.29M
4
DD
Du Pont De Nemours E I
DD
+$7M
5
GE icon
GE Aerospace
GE
+$6.84M

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
701
$226K 0.01%
5,337
-11,107
702
$225K 0.01%
18,968
-24,145
703
$225K 0.01%
9,037
-7,380
704
$225K 0.01%
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705
$224K 0.01%
5,560
-2,208
706
$224K 0.01%
5,118
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707
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2,245
708
$224K 0.01%
6,639
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709
$223K 0.01%
11,949
710
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11,268
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711
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6,964
712
$214K 0.01%
562
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713
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12,101
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714
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-25
715
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4,862
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716
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6,324
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$207K 0.01%
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15,000
723
$203K 0.01%
2,195
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$203K 0.01%
12,062
-9,598
725
$202K 0.01%
+4,705
27 28
29
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