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
$3.86B
AUM Growth
+$8.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
849
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.2M
3
+$8.68M
4
PG icon
Procter & Gamble
PG
+$8.53M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.78M

Top Sells

1
+$12.3M
2
+$9.73M
3
+$7.34M
4
GE icon
GE Aerospace
GE
+$7.19M
5
CMCSA icon
Comcast
CMCSA
+$6.83M

Sector Composition

1 Financials 12.51%
2 Healthcare 10.68%
3 Technology 10.32%
4 Consumer Staples 9.84%
5 Industrials 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13.3M 0.34%
196,735
-57,801
77
$13.2M 0.34%
406,215
-18,029
78
$13.1M 0.34%
90,509
+2,389
79
$13.1M 0.34%
124,504
-46,832
80
$12.7M 0.33%
243,636
-16,862
81
$12.6M 0.33%
104,733
+3,952
82
$12.4M 0.32%
228,642
+6,500
83
$12.2M 0.32%
120,861
-12,639
84
$12.2M 0.32%
159,548
-1,090
85
$12.2M 0.32%
227,198
-10,998
86
$12.2M 0.32%
324,181
+81,754
87
$12.1M 0.31%
267,125
-15,333
88
$12.1M 0.31%
365,863
+24,318
89
$12.1M 0.31%
158,644
+1,454
90
$11.9M 0.31%
89,925
-9,874
91
$11.8M 0.31%
256,280
+5,342
92
$11.6M 0.3%
175,160
-7,992
93
$11.5M 0.3%
339,640
+84,080
94
$11.4M 0.3%
401,540
+249,909
95
$11.3M 0.29%
211,544
+36,718
96
$11.3M 0.29%
155,747
+13,883
97
$11.3M 0.29%
213,452
+3,810
98
$11M 0.29%
540,156
+15,312
99
$10.7M 0.28%
122,751
-39,302
100
$10.7M 0.28%
757,395
-9,715
2 3
4
5 6