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
251
$4.41M 0.09%
90,757
+79,065
252
$4.34M 0.09%
54,532
+6,220
253
$4.33M 0.09%
59,435
+4,955
254
$4.33M 0.09%
103,333
+43,746
255
$4.23M 0.09%
37,147
+826
256
$4.23M 0.09%
26,915
-19,786
257
$4.15M 0.09%
55,828
+32,225
258
$4.14M 0.09%
32,741
-4,171
259
$4.13M 0.09%
37,769
+34,394
260
$4.1M 0.09%
71,777
-4,634
261
$4.08M 0.09%
93,732
+15,088
262
$4.08M 0.09%
51,423
+5,928
263
$4.08M 0.09%
88,773
+62,101
264
$4.03M 0.08%
110,500
-41,610
265
$4.02M 0.08%
131,297
+4,853
266
$3.96M 0.08%
52,393
+34,536
267
$3.96M 0.08%
52,756
-7,519
268
$3.91M 0.08%
45,109
+1,319
269
$3.91M 0.08%
167,171
+109,669
270
$3.89M 0.08%
114,644
+15,597
271
$3.87M 0.08%
118,672
+35,304
272
$3.84M 0.08%
57,117
+5,973
273
$3.82M 0.08%
41,598
-3,690
274
$3.78M 0.08%
74,127
+46,287
275
$3.75M 0.08%
76,467
+3,702
9 10
11
12 13