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
751
$98K ﹤0.01%
13,700
-7,965
752
$95K ﹤0.01%
2,891
753
$88K ﹤0.01%
2,600
754
$79K ﹤0.01%
3,000
755
$72K ﹤0.01%
1,000
756
$66K ﹤0.01%
1,500
757
$63K ﹤0.01%
700
758
$48K ﹤0.01%
500
759
$46K ﹤0.01%
600
760
$45K ﹤0.01%
+400
761
$43K ﹤0.01%
500
762
$42K ﹤0.01%
175
763
$41K ﹤0.01%
950
764
$36K ﹤0.01%
2,137
-816
765
$33K ﹤0.01%
600
766
$27K ﹤0.01%
10,900
767
$26K ﹤0.01%
1,500
-2,000
768
$26K ﹤0.01%
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769
$25K ﹤0.01%
10,000
770
$23K ﹤0.01%
600
771
$20K ﹤0.01%
300
772
$17K ﹤0.01%
600
773
$17K ﹤0.01%
1,200
774
$17K ﹤0.01%
12,010
775
$7K ﹤0.01%
10,000
29 30
31
32 33