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
301
$3.19M 0.07%
19,718
+18,439
302
$3.18M 0.07%
52,413
-13,717
303
$3.18M 0.07%
39,297
+1,151
304
$3.14M 0.07%
44,863
-34,682
305
$3.13M 0.07%
13,548
+861
306
$3.13M 0.07%
52,987
+408
307
$3.1M 0.07%
122,173
+16,019
308
$3.09M 0.07%
+84,463
309
$3.03M 0.06%
+45,745
310
$3.02M 0.06%
11,666
311
$3.01M 0.06%
38,563
+4,454
312
$2.98M 0.06%
43,851
-9,122
313
$2.93M 0.06%
100,392
-14,252
314
$2.87M 0.06%
64,311
-1,027
315
$2.87M 0.06%
90,411
-28,563
316
$2.86M 0.06%
22,467
+12,343
317
$2.86M 0.06%
102,678
-1,762
318
$2.85M 0.06%
33,469
-4,210
319
$2.84M 0.06%
151,924
-57,577
320
$2.83M 0.06%
35,905
-972
321
$2.81M 0.06%
499,358
+20,326
322
$2.81M 0.06%
17,945
+4,550
323
$2.8M 0.06%
146,031
+5,576
324
$2.77M 0.06%
26,625
-3,954
325
$2.75M 0.06%
80,243
+6,215
11 12
13
14 15