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
426
$1.38M 0.03%
+24,100
427
$1.37M 0.03%
+109,089
428
$1.37M 0.03%
24,819
-1,580
429
$1.36M 0.03%
+24,152
430
$1.34M 0.03%
64,666
-3,704
431
$1.33M 0.03%
76,672
-14,429
432
$1.33M 0.03%
17,017
+454
433
$1.33M 0.03%
25,023
-10,223
434
$1.33M 0.03%
25,980
-10,715
435
$1.33M 0.03%
7,384
-760
436
$1.31M 0.03%
+79,713
437
$1.3M 0.03%
7,875
+1,052
438
$1.29M 0.03%
64,616
-7,438
439
$1.28M 0.03%
10,264
-444
440
$1.26M 0.03%
44,552
+3,355
441
$1.24M 0.03%
7,467
+2,445
442
$1.23M 0.03%
20,398
-11,432
443
$1.22M 0.03%
33,543
+6,099
444
$1.22M 0.03%
47,686
-11,461
445
$1.22M 0.03%
+31,856
446
$1.2M 0.03%
8,934
+1,630
447
$1.2M 0.03%
12,700
+491
448
$1.19M 0.03%
166,723
-60,261
449
$1.18M 0.02%
29,372
-1,106
450
$1.18M 0.02%
33,072
+2,983
16 17
18
19 20