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
826
$41K ﹤0.01%
175
827
$22K ﹤0.01%
550
-157
828
$22K ﹤0.01%
600
829
$20K ﹤0.01%
1,200
830
$18K ﹤0.01%
350
-350
831
$16K ﹤0.01%
+575
832
$9K ﹤0.01%
+162
833
$7K ﹤0.01%
+183
834
$2K ﹤0.01%
+68
835
– –
-15,028
836
– –
-600
837
– –
-3,039
838
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-24,841
839
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840
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841
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-6,400
842
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-7,636
843
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-1,500
844
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-7,973
845
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846
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847
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-10,411
848
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-11,283
849
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-4,457
850
– –
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32 33
34
35 36