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
451
$1.13M 0.02%
8,601
+3
452
$1.13M 0.02%
60,568
+3,517
453
$1.13M 0.02%
18,273
-1,255
454
$1.12M 0.02%
27,529
-1,261
455
$1.12M 0.02%
18,425
-4,637
456
$1.12M 0.02%
6,885
-38
457
$1.11M 0.02%
21,376
+5,107
458
$1.11M 0.02%
3,192
-236
459
$1.11M 0.02%
20,273
+417
460
$1.11M 0.02%
17,613
+620
461
$1.1M 0.02%
14,896
+504
462
$1.1M 0.02%
13,241
-4,743
463
$1.09M 0.02%
22,819
-1,992
464
$1.09M 0.02%
24,949
-347
465
$1.08M 0.02%
13,821
-10,548
466
$1.07M 0.02%
19,164
+4,726
467
$1.06M 0.02%
31,668
-1,418
468
$1.05M 0.02%
2,519
+439
469
$1.05M 0.02%
15,107
+336
470
$1.04M 0.02%
26,109
+1,451
471
$1.04M 0.02%
24,478
-895
472
$1.04M 0.02%
11,228
-269
473
$1.04M 0.02%
29,711
+379
474
$1.04M 0.02%
17,203
-1,483
475
$1.03M 0.02%
38,809
-277
17 18
19
20 21