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
$4.76B
AUM Growth
+$894M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$22M
3
+$21.8M
4
UNH icon
UnitedHealth
UNH
+$21.5M
5
AAPL icon
Apple
AAPL
+$20.3M

Top Sells

1
+$13.4M
2
+$11.3M
3
+$7.7M
4
PAYX icon
Paychex
PAYX
+$5.12M
5
GE icon
GE Aerospace
GE
+$5.12M

Sector Composition

1 Financials 11.89%
2 Healthcare 11.87%
3 Technology 10.81%
4 Consumer Staples 10.5%
5 Industrials 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.94M 0.1%
50,807
-3,484
227
$4.91M 0.1%
182,448
-21,202
228
$4.91M 0.1%
162,468
+14,398
229
$4.87M 0.1%
183,868
+6,347
230
$4.85M 0.1%
74,833
-3,472
231
$4.85M 0.1%
95,669
-9,597
232
$4.84M 0.1%
39,608
-6,845
233
$4.83M 0.1%
56,773
+417
234
$4.8M 0.1%
38,783
+2,786
235
$4.78M 0.1%
550,005
-145,368
236
$4.77M 0.1%
175,678
-70,458
237
$4.77M 0.1%
83,272
-26,199
238
$4.75M 0.1%
92,336
+76,304
239
$4.73M 0.1%
39,509
+35,912
240
$4.7M 0.1%
46,202
+31,891
241
$4.7M 0.1%
9,600
242
$4.67M 0.1%
+95,496
243
$4.63M 0.1%
194,181
+13,312
244
$4.6M 0.1%
43,685
+1,426
245
$4.59M 0.1%
335,776
+5,351
246
$4.59M 0.1%
+77,242
247
$4.55M 0.1%
54,600
+40,858
248
$4.5M 0.09%
67,438
+25,097
249
$4.46M 0.09%
58,556
+4,585
250
$4.42M 0.09%
3,539
-1,161
8 9
10
11 12