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
326
$2.72M 0.06%
+52,860
327
$2.72M 0.06%
20,709
+4,580
328
$2.71M 0.06%
+98,729
329
$2.66M 0.06%
+58,945
330
$2.62M 0.05%
22,116
-14,984
331
$2.59M 0.05%
79,575
+2,425
332
$2.5M 0.05%
42,633
+16,245
333
$2.49M 0.05%
39,316
-426
334
$2.47M 0.05%
+29,279
335
$2.44M 0.05%
819,632
+139,986
336
$2.43M 0.05%
218,988
-252,968
337
$2.42M 0.05%
271,710
-290,924
338
$2.4M 0.05%
55,971
-66,777
339
$2.4M 0.05%
+54,198
340
$2.39M 0.05%
45,956
+45,006
341
$2.38M 0.05%
6,957
-190
342
$2.38M 0.05%
+43,363
343
$2.37M 0.05%
+92,172
344
$2.37M 0.05%
44,810
-12,574
345
$2.33M 0.05%
52,684
-26,751
346
$2.33M 0.05%
+183,950
347
$2.31M 0.05%
30,152
-18,267
348
$2.29M 0.05%
36,660
+19,191
349
$2.29M 0.05%
+10,807
350
$2.29M 0.05%
59,905
+54,144
12 13
14
15 16