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
101
$10.6M 0.27%
+271,820
102
$10.5M 0.27%
267,692
+65,803
103
$10.4M 0.27%
405,481
-22,582
104
$10.4M 0.27%
207,701
-68,824
105
$9.97M 0.26%
177,500
-5,906
106
$9.87M 0.26%
89,976
-12,668
107
$9.86M 0.26%
490,445
-9,194
108
$9.76M 0.25%
250,410
-46,058
109
$9.68M 0.25%
181,264
-8,541
110
$9.58M 0.25%
224,472
-41,724
111
$9.52M 0.25%
97,355
+849
112
$9.45M 0.25%
130,096
-43,253
113
$9.37M 0.24%
86,766
-12,173
114
$9.35M 0.24%
364,206
-242,273
115
$9.33M 0.24%
1,078,458
-45,561
116
$9.23M 0.24%
113,444
-10,235
117
$9.16M 0.24%
288,082
-8,511
118
$9.06M 0.23%
71,913
-544
119
$9M 0.23%
76,500
+3,888
120
$8.99M 0.23%
519,686
+47,709
121
$8.95M 0.23%
199,469
+4,924
122
$8.89M 0.23%
130,581
+22,247
123
$8.82M 0.23%
167,846
+78,323
124
$8.78M 0.23%
226,802
-19,149
125
$8.74M 0.23%
135,454
-14,905
3 4
5
6 7