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
276
$3.75M 0.08%
64,716
+4,731
277
$3.68M 0.08%
79,732
-77,194
278
$3.65M 0.08%
78,927
+46,408
279
$3.61M 0.08%
+116,804
280
$3.58M 0.08%
81,597
+5,673
281
$3.58M 0.08%
57,098
-15,436
282
$3.58M 0.08%
25,407
+23,819
283
$3.55M 0.07%
33,155
+559
284
$3.53M 0.07%
78,140
-33,746
285
$3.53M 0.07%
70,725
+69,225
286
$3.53M 0.07%
+188,520
287
$3.52M 0.07%
+36,344
288
$3.52M 0.07%
51,143
+45,137
289
$3.5M 0.07%
26,613
-621
290
$3.49M 0.07%
125,116
-10,333
291
$3.43M 0.07%
48,881
+2,913
292
$3.42M 0.07%
57,952
+1,200
293
$3.39M 0.07%
157,597
-1,250
294
$3.35M 0.07%
20,295
+4,151
295
$3.35M 0.07%
93,808
+87,512
296
$3.25M 0.07%
67,627
+9,208
297
$3.23M 0.07%
+14,114
298
$3.22M 0.07%
61,733
-8,036
299
$3.21M 0.07%
136,443
+18,817
300
$3.19M 0.07%
38,247
-6,577
10 11
12
13 14