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
726
$201K 0.01%
20,357
727
$201K 0.01%
+4,155
728
$198K 0.01%
+3,325
729
$195K 0.01%
2,782
-82
730
$184K ﹤0.01%
4,500
-200
731
$182K ﹤0.01%
13,533
-2,357
732
$177K ﹤0.01%
15,446
-2,000
733
$176K ﹤0.01%
110,000
734
$175K ﹤0.01%
14,084
-1,096
735
$166K ﹤0.01%
25,500
-33,875
736
$165K ﹤0.01%
12,525
-420
737
$162K ﹤0.01%
10,976
-5,170
738
$158K ﹤0.01%
14,985
-8,485
739
$157K ﹤0.01%
11,958
740
$148K ﹤0.01%
21,864
-4,776
741
$148K ﹤0.01%
2,553
742
$143K ﹤0.01%
12,760
743
$137K ﹤0.01%
26,956
-10,871
744
$129K ﹤0.01%
3,300
745
$129K ﹤0.01%
15,570
746
$122K ﹤0.01%
10,000
747
$115K ﹤0.01%
13,379
-21,391
748
$113K ﹤0.01%
1,500
749
$113K ﹤0.01%
15,308
-5,152
750
$110K ﹤0.01%
10,454
28 29
30
31 32