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
176
$7.58M 0.15%
143,605
-34,660
177
$7.52M 0.15%
220,949
-2,370
178
$7.45M 0.15%
64,966
-2,002
179
$7.22M 0.15%
28,890
-1,048
180
$7.21M 0.15%
558,317
-12,332
181
$7.15M 0.15%
96,621
+9,209
182
$7.14M 0.15%
61,044
-7,701
183
$7.11M 0.15%
106,563
+3,097
184
$7.04M 0.14%
223,654
+34,123
185
$6.96M 0.14%
157,102
-10,441
186
$6.96M 0.14%
184,850
-5,851
187
$6.95M 0.14%
84,333
-1,555
188
$6.94M 0.14%
93,773
-3,456
189
$6.84M 0.14%
169,053
+20,920
190
$6.83M 0.14%
249,969
+22,482
191
$6.76M 0.14%
188,955
+23,907
192
$6.75M 0.14%
212,510
-22,521
193
$6.69M 0.14%
551,598
+67,617
194
$6.62M 0.14%
105,096
+10,431
195
$6.59M 0.13%
97,834
+14,855
196
$6.51M 0.13%
226,410
-24,904
197
$6.34M 0.13%
+411,198
198
$6.25M 0.13%
279,108
-53,352
199
$6.19M 0.13%
12,082
200
$6.12M 0.13%
120,144
+10,241
6 7
8
9 10