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
326
$2.54M 0.05%
114,956
-6,696
327
$2.51M 0.05%
14,802
-1,115
328
$2.51M 0.05%
33,479
-193
329
$2.5M 0.05%
20,723
-194
330
$2.49M 0.05%
146,038
+1,551
331
$2.49M 0.05%
10,680
-888
332
$2.46M 0.05%
14,345
+2,031
333
$2.46M 0.05%
4,542
+258
334
$2.44M 0.05%
53,639
-11,655
335
$2.44M 0.05%
69,131
+51,979
336
$2.37M 0.05%
27,838
-442
337
$2.37M 0.05%
54,388
-1,056
338
$2.36M 0.05%
74,173
+32
339
$2.34M 0.04%
49,011
-1,319
340
$2.31M 0.04%
72,522
-1,220
341
$2.29M 0.04%
14,622
-293
342
$2.27M 0.04%
29,356
-588
343
$2.27M 0.04%
66,150
+15,633
344
$2.26M 0.04%
27,162
-123
345
$2.26M 0.04%
26,151
-270
346
$2.25M 0.04%
32,782
-489
347
$2.24M 0.04%
145,542
+14,786
348
$2.23M 0.04%
43,320
-6,098
349
$2.23M 0.04%
21,160
-276
350
$2.23M 0.04%
31,183
+26,896
12 13
14
15 16