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
201
$6.09M 0.12%
33,390
+5,016
202
$6.08M 0.12%
71,367
-2,488
203
$6.04M 0.12%
98,256
-3,376
204
$6M 0.12%
55,471
+4,857
205
$5.94M 0.12%
221,865
+29,328
206
$5.91M 0.12%
108,750
+2,134
207
$5.91M 0.12%
169,780
-13,908
208
$5.85M 0.12%
46,792
+30,810
209
$5.84M 0.12%
66,460
+6,905
210
$5.79M 0.12%
80,901
-11,595
211
$5.72M 0.12%
73,292
-2,881
212
$5.66M 0.12%
209,923
-35,687
213
$5.62M 0.11%
78,911
-5,812
214
$5.59M 0.11%
162,014
-83,804
215
$5.57M 0.11%
132,748
+22,039
216
$5.57M 0.11%
107,975
+103,828
217
$5.55M 0.11%
219,381
+126,392
218
$5.47M 0.11%
109,118
-5,975
219
$5.47M 0.11%
18,127
-88
220
$5.46M 0.11%
45,081
-170
221
$5.45M 0.11%
45,787
-4,375
222
$5.39M 0.11%
322,756
-5,614
223
$5.32M 0.11%
49,268
-4,570
224
$5.32M 0.11%
140,064
-14,843
225
$5.15M 0.11%
75,441
+3,206
7 8
9
10 11