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
276
$3.61M 0.07%
64,935
-20,222
277
$3.57M 0.07%
31,988
+3,922
278
$3.56M 0.07%
46,251
-1,098
279
$3.54M 0.07%
41,392
+2,016
280
$3.42M 0.07%
16,524
+2,231
281
$3.41M 0.07%
83,532
-1,148
282
$3.41M 0.07%
79,998
-2,050
283
$3.4M 0.06%
66,471
-16,854
284
$3.38M 0.06%
18,677
-94
285
$3.34M 0.06%
131,232
-1,196
286
$3.32M 0.06%
138,656
-44,456
287
$3.31M 0.06%
19,586
-702
288
$3.29M 0.06%
47,593
-12,710
289
$3.25M 0.06%
62,206
-2,258
290
$3.23M 0.06%
165,562
+486
291
$3.18M 0.06%
21,547
+2,650
292
$3.17M 0.06%
20,250
+15,262
293
$3.16M 0.06%
56,071
+5,773
294
$3.11M 0.06%
29,131
-1,965
295
$3.06M 0.06%
48,998
+18,894
296
$3.05M 0.06%
56,050
-910
297
$3.04M 0.06%
68,344
-5,888
298
$3.01M 0.06%
43,360
-6,828
299
$2.98M 0.06%
71,808
+1,853
300
$2.98M 0.06%
43,381
-1,679
10 11
12
13 14