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
776
$215K ﹤0.01%
19,832
-2,045
777
$214K ﹤0.01%
13,009
-547
778
$214K ﹤0.01%
12,500
779
$212K ﹤0.01%
+9,760
780
$212K ﹤0.01%
+6,122
781
$212K ﹤0.01%
+2,348
782
$210K ﹤0.01%
1,539
-118
783
$209K ﹤0.01%
11,000
784
$209K ﹤0.01%
+9,796
785
$207K ﹤0.01%
+5,955
786
$203K ﹤0.01%
+3,478
787
$203K ﹤0.01%
+4,288
788
$202K ﹤0.01%
7,278
-924
789
$201K ﹤0.01%
3,270
-1,476
790
$201K ﹤0.01%
+4,275
791
$201K ﹤0.01%
+3,551
792
$195K ﹤0.01%
15,000
793
$187K ﹤0.01%
14,008
-489
794
$184K ﹤0.01%
10,000
795
$184K ﹤0.01%
11,955
+1,045
796
$183K ﹤0.01%
15,587
+743
797
$182K ﹤0.01%
10,000
798
$181K ﹤0.01%
10,090
799
$174K ﹤0.01%
10,000
800
$166K ﹤0.01%
+24,321
30 31
32
33 34