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
376
$1.86M 0.04%
18,776
+2,077
377
$1.84M 0.04%
10,543
-258
378
$1.83M 0.03%
25,211
+478
379
$1.83M 0.03%
39,938
-7,329
380
$1.8M 0.03%
29,700
-5,000
381
$1.8M 0.03%
14,788
-166
382
$1.8M 0.03%
30,143
-7,306
383
$1.79M 0.03%
69,154
+9,549
384
$1.78M 0.03%
33,182
-579
385
$1.78M 0.03%
11,028
+225
386
$1.78M 0.03%
69,705
-64,198
387
$1.76M 0.03%
18,597
+187
388
$1.76M 0.03%
72,381
-127,259
389
$1.73M 0.03%
20,015
+1,082
390
$1.72M 0.03%
66,954
+6,899
391
$1.72M 0.03%
14,158
-1,180
392
$1.72M 0.03%
258,555
+31,401
393
$1.71M 0.03%
16,159
+2,010
394
$1.7M 0.03%
21,494
-493
395
$1.66M 0.03%
88,995
-29,742
396
$1.66M 0.03%
12,681
-318
397
$1.65M 0.03%
27,100
+4,887
398
$1.63M 0.03%
8,577
+112
399
$1.62M 0.03%
11,941
+131
400
$1.6M 0.03%
141,587
+20,548
14 15
16
17 18