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
176
$5.43M 0.14%
157,061
+11,505
177
$5.42M 0.14%
90,384
-33,276
178
$5.32M 0.14%
87,332
+28,071
179
$5.29M 0.14%
73,808
+9,330
180
$5.22M 0.14%
+623,892
181
$5.19M 0.13%
107,575
+43,785
182
$5.05M 0.13%
86,160
-38,490
183
$5.05M 0.13%
72,564
-11,912
184
$5M 0.13%
34,559
+1,927
185
$4.86M 0.13%
108,094
-29,033
186
$4.85M 0.13%
56,437
+66
187
$4.84M 0.13%
103,783
+4,697
188
$4.83M 0.13%
93,598
+10,738
189
$4.78M 0.12%
630,291
+12,586
190
$4.78M 0.12%
18,827
-377
191
$4.77M 0.12%
105,465
+6,437
192
$4.7M 0.12%
121,655
-1,914
193
$4.68M 0.12%
127,643
-83,758
194
$4.66M 0.12%
9,600
-400
195
$4.65M 0.12%
50,613
-6,742
196
$4.65M 0.12%
455,540
-40
197
$4.62M 0.12%
91,968
+916
198
$4.57M 0.12%
36,020
-525
199
$4.55M 0.12%
45,696
+8,493
200
$4.54M 0.12%
44,763
-12,913
6 7
8
9 10