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
51
$22M 0.45%
336,654
+9,327
52
$22M 0.45%
766,038
+75,776
53
$21.8M 0.45%
252,547
-5,580
54
$21.8M 0.44%
165,314
-5,377
55
$21.4M 0.44%
525,590
-4,564
56
$20.8M 0.43%
101,448
+9,733
57
$20.5M 0.42%
247,383
-29,792
58
$20.3M 0.41%
282,897
+1,107
59
$20.1M 0.41%
296,966
-26,094
60
$19.5M 0.4%
137,646
-14,947
61
$19.2M 0.39%
510,324
-41,346
62
$19.2M 0.39%
276,460
-23,388
63
$19.2M 0.39%
243,267
-17,187
64
$19.1M 0.39%
392,916
-24,716
65
$19M 0.39%
446,546
-20,979
66
$18.8M 0.38%
202,105
67
$18.7M 0.38%
286,420
-18,220
68
$18.4M 0.38%
478,337
-9,393
69
$18.3M 0.37%
826,225
+227,314
70
$18.1M 0.37%
162,322
-498
71
$18M 0.37%
188,818
-16,736
72
$18M 0.37%
217,632
-6,281
73
$17.1M 0.35%
150,253
-6,040
74
$17.1M 0.35%
201,052
-2,416
75
$16.9M 0.35%
186,608
-2,275
1 2
3
4 5