Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.4%
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
+$11.1M
2
+$10.3M
3
+$5.89M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.62M
5
OC icon
Owens Corning
OC
+$5.38M

Top Sells

1
+$14M
2
+$12.4M
3
+$10.4M
4
WFC icon
Wells Fargo
WFC
+$7.2M
5
GE icon
GE Aerospace
GE
+$5.82M

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
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831
$16K ﹤0.01%
+575
832
$9K ﹤0.01%
+162
833
$7K ﹤0.01%
+183
834
$2K ﹤0.01%
+68
835
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836
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837
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838
– –
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839
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840
– –
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– –
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842
$0 ﹤0.01%
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843
– –
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844
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845
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847
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848
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849
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850
– –
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32 33
34
35 36