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
$3.86B
AUM Growth
+$8.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
849
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.2M
3
+$8.68M
4
PG icon
Procter & Gamble
PG
+$8.53M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.78M

Top Sells

1
+$12.3M
2
+$9.73M
3
+$7.34M
4
GE icon
GE Aerospace
GE
+$7.19M
5
CMCSA icon
Comcast
CMCSA
+$6.83M

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%
9,037
-7,380
703
$225K 0.01%
+5,894
704
$225K 0.01%
18,968
-24,145
705
$224K 0.01%
5,560
-2,208
706
$224K 0.01%
5,118
+41
707
$224K 0.01%
2,245
708
$224K 0.01%
6,639
+1,493
709
$223K 0.01%
11,949
710
$220K 0.01%
11,268
-2,692
711
$217K 0.01%
6,964
712
$214K 0.01%
12,101
-5,797
713
$214K 0.01%
562
-122
714
$213K 0.01%
2,127
-25
715
$213K 0.01%
4,862
-1,040
716
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717
$209K 0.01%
5,360
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718
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719
$208K 0.01%
1,660
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720
$207K 0.01%
6,324
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721
$207K 0.01%
4,579
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722
$204K 0.01%
15,000
723
$203K 0.01%
2,195
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724
$203K 0.01%
12,062
-9,598
725
$202K 0.01%
+4,705
27 28
29
30 31