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
801
$155K ﹤0.01%
11,958
802
$149K ﹤0.01%
14,442
-3,333
803
$149K ﹤0.01%
29,793
804
$139K ﹤0.01%
12,782
+225
805
$138K ﹤0.01%
11,012
-12,883
806
$136K ﹤0.01%
16,384
807
$128K ﹤0.01%
2,800
-10,486
808
$126K ﹤0.01%
2,494
-589
809
$120K ﹤0.01%
11,325
810
$113K ﹤0.01%
+12,095
811
$112K ﹤0.01%
12,347
812
$112K ﹤0.01%
10,967
813
$101K ﹤0.01%
+12,000
814
$97K ﹤0.01%
11,053
815
$95K ﹤0.01%
+11,852
816
$91K ﹤0.01%
1,850
-400
817
$86K ﹤0.01%
+13,836
818
$70K ﹤0.01%
14,024
-20,409
819
$69K ﹤0.01%
700
-300
820
$59K ﹤0.01%
1,021
-4,391
821
$50K ﹤0.01%
600
822
$49K ﹤0.01%
400
823
$46K ﹤0.01%
+222
824
$45K ﹤0.01%
+14,345
825
$45K ﹤0.01%
1,800
-1,200
31 32
33
34 35