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
351
$2.28M 0.05%
35,875
-806
352
$2.28M 0.05%
77,936
+56,270
353
$2.27M 0.05%
104,502
+10,854
354
$2.21M 0.05%
22,440
-2,668
355
$2.19M 0.05%
29,290
-1,260
356
$2.17M 0.05%
14,273
-1,029
357
$2.14M 0.04%
21,320
-10,660
358
$2.13M 0.04%
35,670
-21,726
359
$2.13M 0.04%
+20,155
360
$2.13M 0.04%
31,990
-398
361
$2.12M 0.04%
+44,428
362
$2.1M 0.04%
21,580
-17,587
363
$2.06M 0.04%
15,663
-490
364
$2.04M 0.04%
265,998
+20,744
365
$2.01M 0.04%
13,626
+1,191
366
$2.01M 0.04%
10,931
+6,380
367
$2M 0.04%
49,843
-28,494
368
$2M 0.04%
31,336
+823
369
$1.98M 0.04%
+41,635
370
$1.97M 0.04%
28,300
371
$1.95M 0.04%
9
372
$1.95M 0.04%
13,283
+2,206
373
$1.94M 0.04%
25,607
-2,149
374
$1.94M 0.04%
24,091
+6,346
375
$1.9M 0.04%
29,404
-2,742
13 14
15
16 17