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
151
$6.93M 0.18%
60,385
-4,446
152
$6.87M 0.18%
71,176
-2,228
153
$6.83M 0.18%
146,191
-62,370
154
$6.76M 0.18%
232,964
-10,638
155
$6.71M 0.17%
163,632
-4,830
156
$6.61M 0.17%
5,182
-1,656
157
$6.57M 0.17%
151,882
-6,175
158
$6.56M 0.17%
249,393
-2,007
159
$6.54M 0.17%
96,672
+1,052
160
$6.51M 0.17%
107,694
-27,344
161
$6.48M 0.17%
223,680
-25,692
162
$6.43M 0.17%
89,094
+443
163
$6.35M 0.16%
603,897
-254,395
164
$6.24M 0.16%
218,210
-42,630
165
$6.01M 0.16%
140,413
+18,289
166
$5.79M 0.15%
85,541
+8,795
167
$5.76M 0.15%
168,705
+6,180
168
$5.72M 0.15%
47,204
-14,745
169
$5.7M 0.15%
85,649
-110,287
170
$5.61M 0.15%
66,333
-22,776
171
$5.6M 0.15%
129,732
-446
172
$5.58M 0.14%
61,540
+5,935
173
$5.49M 0.14%
69,371
-15,234
174
$5.46M 0.14%
25,119
-1,019
175
$5.45M 0.14%
87,145
-29,777
5 6
7
8 9