Truist Financial Portfolio holdings
AUM
$68.2B
1-Year Return
17.56%
This Quarter Return
+5.23%
1 Year Return
+17.56%
3 Year Return
+61.5%
5 Year Return
+107.27%
10 Year Return
+214.27%
AUM
$3.86B
AUM Growth
+$8.13M
(+0.21%)
Cap. Flow
-$156M
Cap. Flow
% of AUM
-4.04%
Top 10 Holdings %
Top 10 Hldgs %
18.5%
Holding
849
New
29
Increased
233
Reduced
454
Closed
69
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$10.6M |
| 2 |
iShares Russell Mid-Cap ETF
IWR
|
$10.2M |
| 3 |
Meta Platforms (Facebook)
META
|
$8.68M |
| 4 |
Procter & Gamble
PG
|
$8.53M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$7.78M |
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
$12.3M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$9.73M |
| 3 |
DD
Du Pont De Nemours E I
DD
|
$7.34M |
| 4 |
GE Aerospace
GE
|
$7.19M |
| 5 |
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% |
