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
351
$2.19M 0.04%
17,382
-775
352
$2.17M 0.04%
582,016
+115,806
353
$2.16M 0.04%
47,175
-3,447
354
$2.16M 0.04%
31,451
-142
355
$2.12M 0.04%
27,164
-943
356
$2.11M 0.04%
33,190
-468
357
$2.11M 0.04%
18,687
-1,632
358
$2.11M 0.04%
136,892
+3,504
359
$2.08M 0.04%
41,411
+4,945
360
$2.08M 0.04%
31,162
-2,157
361
$2.04M 0.04%
40,760
-2,441
362
$2.03M 0.04%
26,745
+225
363
$2.02M 0.04%
54,498
-5,300
364
$2.01M 0.04%
41,701
-5,537
365
$2M 0.04%
45,500
-2,000
366
$2M 0.04%
38,850
+7,776
367
$1.99M 0.04%
71,246
-89,589
368
$1.96M 0.04%
26,865
+457
369
$1.93M 0.04%
22,917
-221
370
$1.92M 0.04%
72,711
-1,734
371
$1.92M 0.04%
48,329
-2,109
372
$1.9M 0.04%
244,001
-10,804
373
$1.89M 0.04%
31,904
+158
374
$1.86M 0.04%
11,425
+227
375
$1.86M 0.04%
11,687
+101
13 14
15
16 17