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
151
$8.87M 0.18%
188,679
-43,595
152
$8.71M 0.18%
107,346
+7,114
153
$8.64M 0.18%
65,390
+8,021
154
$8.63M 0.18%
76,264
-94
155
$8.53M 0.17%
197,142
+5,862
156
$8.52M 0.17%
463,607
+5,398
157
$8.48M 0.17%
97,207
+5,825
158
$8.48M 0.17%
113,032
+1,888
159
$8.39M 0.17%
165,171
+31,767
160
$8.31M 0.17%
415,699
-6,107
161
$8.22M 0.17%
245,755
-6,171
162
$8.18M 0.17%
255,392
+4,359
163
$8.11M 0.17%
117,608
-186,438
164
$8.02M 0.16%
122,003
-7,242
165
$7.98M 0.16%
97,303
+17,455
166
$7.97M 0.16%
200,706
-4,932
167
$7.89M 0.16%
68,812
+5,262
168
$7.89M 0.16%
114,654
+330
169
$7.84M 0.16%
65,405
+12,886
170
$7.79M 0.16%
110,107
+1,144
171
$7.76M 0.16%
12,482
172
$7.73M 0.16%
300,920
-21,791
173
$7.7M 0.16%
160,325
-4,158
174
$7.66M 0.16%
57,864
+7,839
175
$7.66M 0.16%
157,016
+25,148
5 6
7
8 9