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
376
$1.9M 0.04%
44,834
-10,848
377
$1.89M 0.04%
+64,800
378
$1.89M 0.04%
74,527
+5,399
379
$1.86M 0.04%
23,469
+465
380
$1.86M 0.04%
17,858
-993
381
$1.86M 0.04%
+37,049
382
$1.84M 0.04%
11,691
-112
383
$1.82M 0.04%
4,265
-2,260
384
$1.82M 0.04%
39,472
-46,379
385
$1.77M 0.04%
+32,756
386
$1.77M 0.04%
+72,866
387
$1.75M 0.04%
15,540
-1,133
388
$1.73M 0.04%
49,232
-22,054
389
$1.71M 0.04%
52,370
+24,008
390
$1.7M 0.04%
+26,940
391
$1.7M 0.04%
28,722
-793
392
$1.68M 0.04%
+35,060
393
$1.67M 0.04%
41,955
-7,043
394
$1.66M 0.04%
+21,900
395
$1.66M 0.03%
49,534
+38,318
396
$1.66M 0.03%
28,490
+3,988
397
$1.62M 0.03%
16,578
+129
398
$1.61M 0.03%
31,822
-2,466
399
$1.58M 0.03%
368,875
-85,349
400
$1.55M 0.03%
34,336
-11,944
14 15
16
17 18