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
76
$16.7M 0.34%
214,374
+4,553
77
$16.6M 0.34%
261,385
-8,359
78
$16.6M 0.34%
316,702
-12,992
79
$16.4M 0.33%
413,520
+10,380
80
$15.9M 0.33%
425,100
+24,800
81
$15.9M 0.32%
153,225
-13,308
82
$15.5M 0.32%
264,674
-41,838
83
$15.5M 0.32%
400,827
-5,648
84
$15.3M 0.31%
303,620
-30,565
85
$15.1M 0.31%
332,060
+1,204
86
$14.9M 0.31%
213,458
+2,192
87
$14.8M 0.3%
99,379
-2,628
88
$14.7M 0.3%
104,703
-9,466
89
$14.6M 0.3%
188,714
-6,785
90
$14.5M 0.3%
203,913
+22,652
91
$14.4M 0.29%
374,789
-357,242
92
$14.4M 0.29%
164,432
-8,394
93
$14.2M 0.29%
303,366
-30,560
94
$13.9M 0.28%
145,458
-7,954
95
$13.8M 0.28%
84,820
-3,461
96
$13.8M 0.28%
227,884
-20,699
97
$13.7M 0.28%
186,851
-11,550
98
$13.7M 0.28%
86,029
-11,718
99
$13.6M 0.28%
252,284
+17,782
100
$13.6M 0.28%
409,384
2 3
4
5 6