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
401
$1.55M 0.03%
11,208
+217
402
$1.54M 0.03%
13,608
+6,604
403
$1.54M 0.03%
7,343
+4,056
404
$1.54M 0.03%
34,305
-46,899
405
$1.54M 0.03%
20,591
+1,803
406
$1.54M 0.03%
27,159
-1,655
407
$1.53M 0.03%
38,399
+32,168
408
$1.52M 0.03%
25,350
-4,537
409
$1.52M 0.03%
34,384
-86
410
$1.49M 0.03%
18,358
+2,455
411
$1.49M 0.03%
27,981
-76
412
$1.47M 0.03%
14,260
-5,110
413
$1.47M 0.03%
14,390
-28,906
414
$1.46M 0.03%
255,442
-216,735
415
$1.46M 0.03%
11,373
-602
416
$1.45M 0.03%
18,294
-614
417
$1.44M 0.03%
5,967
+38
418
$1.43M 0.03%
55,210
-600
419
$1.43M 0.03%
+13,494
420
$1.43M 0.03%
129,147
-85,930
421
$1.43M 0.03%
25,166
+1,171
422
$1.42M 0.03%
17,492
+3,744
423
$1.41M 0.03%
58,578
-3,063
424
$1.4M 0.03%
13,518
+295
425
$1.4M 0.03%
39,195
-3,883
15 16
17
18 19