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
126
$10.3M 0.21%
229,882
+91,272
127
$10.3M 0.21%
113,944
-7,208
128
$10.1M 0.21%
210,390
-81,097
129
$10.1M 0.21%
952,910
-26,620
130
$10.1M 0.21%
136,425
-12,153
131
$10M 0.21%
150,574
+9,776
132
$10M 0.2%
103,822
-299
133
$10M 0.2%
118,452
+12,791
134
$9.92M 0.2%
177,020
-69,383
135
$9.9M 0.2%
201,269
-5,545
136
$9.66M 0.2%
318,333
+4,812
137
$9.64M 0.2%
74,780
+3,547
138
$9.61M 0.2%
268,412
-72,088
139
$9.53M 0.19%
171,323
-3,935
140
$9.51M 0.19%
169,952
-13,643
141
$9.51M 0.19%
134,091
-4,880
142
$9.32M 0.19%
163,204
-35,403
143
$9.28M 0.19%
53,725
-5,280
144
$9.19M 0.19%
116,421
-21,810
145
$9.16M 0.19%
375,120
-114,119
146
$9.08M 0.19%
142,794
+25,268
147
$9.08M 0.19%
118,562
+9,702
148
$9.03M 0.18%
163,081
+83,281
149
$8.96M 0.18%
186,137
-16,933
150
$8.91M 0.18%
72,797
-10,978
4 5
6
7 8