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
751
$246K 0.01%
15,384
+895
752
$246K 0.01%
9,000
753
$245K 0.01%
3,325
754
$245K 0.01%
15,879
-3,064
755
$244K 0.01%
310
-120
756
$240K ﹤0.01%
3,325
757
$239K ﹤0.01%
9,033
-3,267
758
$238K ﹤0.01%
18,755
-1,596
759
$238K ﹤0.01%
2,831
-722
760
$237K ﹤0.01%
+5,000
761
$236K ﹤0.01%
3,940
+135
762
$230K ﹤0.01%
10,693
-190
763
$229K ﹤0.01%
4,786
764
$228K ﹤0.01%
+2,255
765
$228K ﹤0.01%
14,152
-5,160
766
$225K ﹤0.01%
+6,887
767
$225K ﹤0.01%
3,775
768
$222K ﹤0.01%
+2,398
769
$221K ﹤0.01%
4,664
-82
770
$221K ﹤0.01%
5,000
771
$220K ﹤0.01%
520
772
$219K ﹤0.01%
12,061
-205
773
$218K ﹤0.01%
11,570
-240
774
$218K ﹤0.01%
14,640
+4,380
775
$218K ﹤0.01%
16,553
29 30
31
32 33