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
$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
1
$172M 3.52%
3,662,478
-50,452
2
$105M 2.14%
1,812,818
+26,363
3
$82.5M 1.68%
913,593
-23,157
4
$80.3M 1.64%
765,330
+3,394
5
$76.9M 1.57%
1,237,711
-66,034
6
$72.8M 1.49%
631,941
-17,346
7
$72M 1.47%
322,302
+12,064
8
$69.4M 1.42%
2,395,812
-153,828
9
$67.1M 1.37%
1,501,088
+29,804
10
$65.4M 1.34%
1,225,989
+206,975
11
$52.3M 1.07%
499,646
-39,594
12
$51.4M 1.05%
748,120
+12,704
13
$50.1M 1.02%
1,658,437
-75,674
14
$45.8M 0.94%
408,608
+30,424
15
$43.3M 0.88%
600,794
+26,945
16
$43.1M 0.88%
354,383
-4,654
17
$42.6M 0.87%
653,986
-6,022
18
$42.3M 0.86%
1,317,929
-49,402
19
$40.4M 0.82%
266,581
-40,091
20
$40.3M 0.82%
1,151,699
+16,177
21
$40.2M 0.82%
1,215,940
+134,185
22
$39.1M 0.8%
244,377
+7,068
23
$37.5M 0.77%
598,311
-119
24
$37.3M 0.76%
443,158
-14,470
25
$36.7M 0.75%
1,190,063
-18,188
1
2 3 4 5