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
$5.24B
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
812
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$6.77M
3
+$6.39M
4
META icon
Meta Platforms (Facebook)
META
+$5.71M
5
TSN icon
Tyson Foods
TSN
+$5.08M

Top Sells

1
+$7.96M
2
+$7.11M
3
+$5.04M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.79M
5
UNH icon
UnitedHealth
UNH
+$3.7M

Sector Composition

1 Financials 12.26%
2 Technology 11.59%
3 Healthcare 10.24%
4 Industrials 8.13%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.59M 0.11%
65,695
-787
227
$5.53M 0.11%
198,666
+4,211
228
$5.37M 0.1%
123,958
-1,468
229
$5.36M 0.1%
36,851
+3,424
230
$5.28M 0.1%
77,656
-4,767
231
$5.26M 0.1%
118,402
-7,086
232
$5.19M 0.1%
87,563
-1,968
233
$5.18M 0.1%
49,241
+3,662
234
$5.13M 0.1%
39,829
-3,299
235
$5.08M 0.1%
80,640
-654
236
$5.03M 0.1%
170,580
-48,659
237
$5.01M 0.1%
35,588
-6,240
238
$4.97M 0.09%
98,285
-13,421
239
$4.88M 0.09%
63,157
+6,657
240
$4.85M 0.09%
171,609
-7,851
241
$4.84M 0.09%
73,848
-3,708
242
$4.76M 0.09%
118,645
-15,297
243
$4.67M 0.09%
53,755
+47,709
244
$4.67M 0.09%
2,244
-236
245
$4.66M 0.09%
74,847
-25,423
246
$4.6M 0.09%
98,027
-49,958
247
$4.57M 0.09%
153,969
+14,430
248
$4.55M 0.09%
33,205
+7,981
249
$4.52M 0.09%
56,171
-7,123
250
$4.52M 0.09%
66,927
+47,035
8 9
10
11 12