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
426
$1.36M 0.03%
15,866
+1,866
427
$1.35M 0.03%
7,230
-272
428
$1.35M 0.03%
16,983
-4,393
429
$1.34M 0.03%
15,893
-819
430
$1.32M 0.03%
13,390
+1,800
431
$1.32M 0.03%
17,940
-512
432
$1.32M 0.03%
34,871
+284
433
$1.31M 0.02%
22,189
-436
434
$1.3M 0.02%
21,273
+89
435
$1.28M 0.02%
10,967
-711
436
$1.26M 0.02%
21,703
-449
437
$1.26M 0.02%
41,463
438
$1.24M 0.02%
9,122
-23,122
439
$1.23M 0.02%
41,700
+480
440
$1.21M 0.02%
14,524
-1,520
441
$1.21M 0.02%
14,931
+302
442
$1.21M 0.02%
22,162
-1,038
443
$1.2M 0.02%
35,905
-262
444
$1.2M 0.02%
10,003
+3,122
445
$1.19M 0.02%
37,564
-1,878
446
$1.18M 0.02%
22,784
+2,202
447
$1.17M 0.02%
5,546
-148
448
$1.17M 0.02%
14,596
+279
449
$1.16M 0.02%
48,729
+3,355
450
$1.15M 0.02%
7,774
+5,776
16 17
18
19 20