Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
1
$138M 3.58%
3,653,840
-23,041
2
$105M 2.73%
1,793,577
-210,087
3
$74.9M 1.94%
753,206
-34,984
4
$65.3M 1.69%
837,898
+28,644
5
$60.8M 1.58%
407,045
-48,193
6
$56.2M 1.46%
707,928
+107,422
7
$56.1M 1.46%
275,334
+3,117
8
$54.9M 1.42%
1,370,380
+255,144
9
$51.6M 1.34%
929,292
-49,122
10
$49.9M 1.29%
485,835
-6,697
11
$47M 1.22%
1,787,816
-177,712
12
$43.6M 1.13%
943,432
+4,196
13
$41.2M 1.07%
1,343,657
-73,334
14
$40.7M 1.05%
406,958
-36,907
15
$38.4M 1%
697,134
-12,948
16
$36.5M 0.95%
1,404,785
+8,291
17
$32.5M 0.84%
332,389
+20,306
18
$32.4M 0.84%
596,603
+10,332
19
$32.1M 0.83%
997,811
+75,344
20
$32M 0.83%
332,574
-5,214
21
$31.3M 0.81%
620,781
-11,499
22
$29.5M 0.76%
686,490
+1,523
23
$28.7M 0.75%
575,470
+36,545
24
$28.4M 0.74%
479,645
+48,907
25
$28.3M 0.73%
239,377
-16,460
1
2 3 4 5