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
126
$8.69M 0.23%
112,998
-10,218
127
$8.65M 0.22%
161,555
-1,579
128
$8.55M 0.22%
78,655
-9,709
129
$8.47M 0.22%
551,954
+28,285
130
$8.37M 0.22%
231,258
+3,908
131
$8.35M 0.22%
165,582
-3,364
132
$8.33M 0.22%
463,258
133
$8.08M 0.21%
193,930
-79,015
134
$8.03M 0.21%
192,389
+2,263
135
$7.96M 0.21%
83,531
-7,459
136
$7.91M 0.21%
168,990
+3,651
137
$7.89M 0.2%
187,492
-43,845
138
$7.77M 0.2%
129,476
-44,072
139
$7.63M 0.2%
335,427
-65,793
140
$7.58M 0.2%
227,820
-15,935
141
$7.56M 0.2%
177,481
+32,742
142
$7.53M 0.2%
504,491
-198,914
143
$7.49M 0.19%
123,253
-5,537
144
$7.38M 0.19%
45,463
+8,846
145
$7.38M 0.19%
118,686
+368
146
$7.36M 0.19%
210,296
+179,314
147
$7.19M 0.19%
273,592
-30,810
148
$7.13M 0.18%
44,113
-3,035
149
$7.1M 0.18%
89,957
+32,666
150
$7.01M 0.18%
170,516
-10,017
4 5
6
7 8