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
301
$2.97M 0.06%
37,872
-5,814
302
$2.97M 0.06%
150,057
+56,188
303
$2.96M 0.06%
42,367
-1,916
304
$2.94M 0.06%
31,441
-3,246
305
$2.94M 0.06%
403,718
-6,323
306
$2.92M 0.06%
42,675
+1,453
307
$2.9M 0.06%
18,491
+3,169
308
$2.89M 0.06%
125,320
-49,185
309
$2.88M 0.05%
47,133
+3,829
310
$2.87M 0.05%
32,912
-4,773
311
$2.87M 0.05%
39,185
-2,015
312
$2.84M 0.05%
21,505
+1,478
313
$2.84M 0.05%
42,748
-638
314
$2.81M 0.05%
73,576
-153
315
$2.76M 0.05%
20,414
-522
316
$2.73M 0.05%
62,896
+664
317
$2.72M 0.05%
23,402
+2,651
318
$2.7M 0.05%
91,396
-26,941
319
$2.69M 0.05%
9
320
$2.69M 0.05%
60,976
+22,658
321
$2.67M 0.05%
19,056
-5,516
322
$2.67M 0.05%
53,976
-296
323
$2.64M 0.05%
13,152
+3,738
324
$2.58M 0.05%
27,885
-431
325
$2.57M 0.05%
51,034
-5,679
11 12
13
14 15