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
101
$13.5M 0.28%
219,055
-22,051
102
$13.4M 0.27%
86,065
-2,084
103
$13.3M 0.27%
705,385
+1,916
104
$13.1M 0.27%
121,027
+16,210
105
$12.8M 0.26%
590,556
-19,895
106
$12.7M 0.26%
175,462
-4,576
107
$12.7M 0.26%
121,754
-11,008
108
$12.4M 0.25%
124,339
-13,859
109
$12.4M 0.25%
84,882
+832
110
$12.3M 0.25%
434,418
-4,480
111
$12.2M 0.25%
338,205
+96,524
112
$12.2M 0.25%
349,819
+5,406
113
$12.2M 0.25%
300,497
-7,025
114
$11.9M 0.24%
217,374
-32,285
115
$11.8M 0.24%
168,291
-20,340
116
$11.7M 0.24%
176,600
-5,473
117
$11.6M 0.24%
535,636
-6,289
118
$11.5M 0.24%
103,910
-3,835
119
$11.5M 0.24%
219,401
-13,004
120
$11.3M 0.23%
84,155
+407
121
$11.2M 0.23%
193,300
-12,287
122
$11M 0.22%
123,779
+3,372
123
$11M 0.22%
194,978
-33,092
124
$10.6M 0.22%
203,453
-7,172
125
$10.6M 0.22%
597,580
+71,640
3 4
5
6 7