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
26
$32.1M 0.67%
227,118
+152,430
27
$31.3M 0.66%
765,309
+298,842
28
$30.9M 0.65%
287,001
-42,300
29
$30.3M 0.64%
639,348
+39,356
30
$29.2M 0.61%
342,456
+62,944
31
$28.9M 0.61%
539,422
+297,461
32
$28.8M 0.61%
387,677
-20,615
33
$28.5M 0.6%
776,915
+46,765
34
$28.4M 0.6%
949,240
+217,895
35
$28.1M 0.59%
276,699
+7,636
36
$28M 0.59%
353,471
+52,719
37
$27.2M 0.57%
564,250
-17,744
38
$27.1M 0.57%
392,926
+91,957
39
$26.5M 0.56%
657,911
+417,877
40
$26.2M 0.55%
236,335
+54,246
41
$25.2M 0.53%
525,466
+119
42
$24.3M 0.51%
373,343
+87,931
43
$24M 0.5%
229,003
+27,824
44
$24M 0.5%
324,253
+10,740
45
$23.4M 0.49%
280,764
+139,781
46
$23.1M 0.49%
277,850
+229,611
47
$23.1M 0.48%
1,229,365
48
$23M 0.48%
200,221
-1,450
49
$22.4M 0.47%
306,125
+263,205
50
$22.3M 0.47%
196,642
+39,609
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