Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$10.4M
2
+$10.1M
3
+$8.52M
4
PG icon
Procter & Gamble
PG
+$8.21M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.95M

Top Sells

1
+$12.7M
2
+$9.2M
3
+$7.29M
4
DD
Du Pont De Nemours E I
DD
+$7M
5
GE icon
GE Aerospace
GE
+$6.84M

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
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2,891
753
$88K ﹤0.01%
2,600
754
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755
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1,000
756
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1,500
757
$63K ﹤0.01%
700
758
$48K ﹤0.01%
500
759
$46K ﹤0.01%
600
760
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+400
761
$43K ﹤0.01%
500
762
$42K ﹤0.01%
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763
$41K ﹤0.01%
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$36K ﹤0.01%
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600
766
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10,000
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$23K ﹤0.01%
600
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$20K ﹤0.01%
300
772
$17K ﹤0.01%
600
773
$17K ﹤0.01%
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774
$17K ﹤0.01%
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775
$7K ﹤0.01%
10,000
29 30
31
32 33