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
251
$4.51M 0.09%
39,712
+578
252
$4.45M 0.08%
39,478
+792
253
$4.43M 0.08%
44,976
-3,646
254
$4.41M 0.08%
109,512
-7,460
255
$4.4M 0.08%
10,652
256
$4.31M 0.08%
50,297
-16,874
257
$4.3M 0.08%
117,139
-4,800
258
$4.28M 0.08%
503,176
+5,611
259
$4.27M 0.08%
107,546
+735
260
$4.26M 0.08%
68,745
-15,907
261
$4.24M 0.08%
12,322
+1,507
262
$4.2M 0.08%
79,026
-13,934
263
$4.07M 0.08%
39,208
-2,221
264
$4.06M 0.08%
15,298
+610
265
$4.01M 0.08%
215,946
-3,327
266
$3.97M 0.08%
78,342
+1,903
267
$3.96M 0.08%
53,527
-1,454
268
$3.85M 0.07%
140,232
+16,242
269
$3.82M 0.07%
303,698
+2,565
270
$3.82M 0.07%
139,407
+21,894
271
$3.75M 0.07%
+100,366
272
$3.75M 0.07%
48,464
+6,664
273
$3.72M 0.07%
20,184
-3,232
274
$3.69M 0.07%
43,869
-59,933
275
$3.67M 0.07%
23,071
-3,579
9 10
11
12 13