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
201
$4.54M 0.12%
64,040
-7,192
202
$4.51M 0.12%
86,675
-12,298
203
$4.5M 0.12%
32,347
-3,694
204
$4.49M 0.12%
52,759
-15,729
205
$4.39M 0.11%
83,356
+6,503
206
$4.37M 0.11%
13,973
-32
207
$4.36M 0.11%
89,908
-2,032
208
$4.34M 0.11%
35,768
+1,442
209
$4.34M 0.11%
10,000
210
$4.32M 0.11%
41,414
-1,279
211
$4.31M 0.11%
122,520
-7,903
212
$4.26M 0.11%
79,891
+6,140
213
$4.26M 0.11%
168,840
-10,176
214
$4.23M 0.11%
167,669
-3,512
215
$4.21M 0.11%
91,389
-11,317
216
$4.16M 0.11%
40,050
-18,658
217
$4.14M 0.11%
41,930
+2,970
218
$4.1M 0.11%
307,808
+94,623
219
$4.07M 0.11%
137,366
-38,687
220
$3.98M 0.1%
47,034
-14,521
221
$3.98M 0.1%
101,921
-26,436
222
$3.94M 0.1%
103,289
-24,873
223
$3.92M 0.1%
130,844
-1,364
224
$3.92M 0.1%
81,849
-20,205
225
$3.9M 0.1%
92,797
+26,061
7 8
9
10 11