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
51
$17.4M 0.45%
166,416
-17,711
52
$17.3M 0.45%
175,399
+19,419
53
$17.3M 0.45%
296,542
-6,427
54
$17M 0.44%
295,260
-21,330
55
$16.8M 0.43%
311,847
-6,060
56
$16.7M 0.43%
456,179
+13,492
57
$16.6M 0.43%
241,882
-10,875
58
$16.5M 0.43%
218,163
-14,912
59
$16.5M 0.43%
434,150
-74,031
60
$16.3M 0.42%
584,195
-142,800
61
$16.3M 0.42%
152,947
+6,420
62
$15.6M 0.4%
149,082
+82,941
63
$15.5M 0.4%
385,596
+1,080
64
$15.5M 0.4%
480,370
+14,758
65
$15.1M 0.39%
184,822
+10,456
66
$14.9M 0.39%
132,011
-15,308
67
$14.4M 0.37%
108,925
-16,251
68
$14.1M 0.37%
76,096
-9,906
69
$14.1M 0.37%
500,148
-242,226
70
$14M 0.36%
303,632
+28,348
71
$14M 0.36%
778,946
-31,745
72
$13.9M 0.36%
99,436
+1,809
73
$13.7M 0.35%
191,590
-21,941
74
$13.5M 0.35%
367,329
+211,946
75
$13.4M 0.35%
228,954
-24,498
1 2
3
4 5