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
451
$1.18M 0.02%
10,261
-1,877
452
$1.18M 0.02%
16,752
+16,452
453
$1.15M 0.02%
23,304
-3,502
454
$1.14M 0.02%
8,882
-847
455
$1.14M 0.02%
24,221
-10,929
456
$1.12M 0.02%
52,928
+14,143
457
$1.12M 0.02%
9,569
+5,456
458
$1.11M 0.02%
25,641
-3,403
459
$1.11M 0.02%
10,664
+4,041
460
$1.11M 0.02%
23,941
-1,842
461
$1.1M 0.02%
36,899
+1,381
462
$1.1M 0.02%
+17,065
463
$1.09M 0.02%
78,033
+790
464
$1.09M 0.02%
28,154
+11,796
465
$1.06M 0.02%
30,367
+1,574
466
$1.05M 0.02%
7,472
-209
467
$1.05M 0.02%
27,612
-9,033
468
$1.04M 0.02%
12,681
-784
469
$1.03M 0.02%
29,952
-2,489
470
$1.02M 0.02%
12,192
+5,165
471
$1.01M 0.02%
9,179
-1,123
472
$1.01M 0.02%
40,276
+116
473
$999K 0.02%
+58,045
474
$998K 0.02%
9,865
+2,958
475
$982K 0.02%
26,969
+3,257
17 18
19
20 21