Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
26
$37.7M 0.72%
245,742
-9,289
27
$37.3M 0.71%
572,132
+7,155
28
$36.9M 0.7%
631,877
-3,332
29
$36M 0.69%
229,911
-13,129
30
$35.1M 0.67%
1,043,471
-4,168
31
$35M 0.67%
230,316
-1,573
32
$34.7M 0.66%
479,680
-240
33
$31.7M 0.61%
581,224
+45,024
34
$31.3M 0.6%
226,119
-5,030
35
$30.9M 0.59%
429,194
-21,913
36
$30.6M 0.58%
198,369
+9,441
37
$30.5M 0.58%
586,343
-1,981
38
$30.3M 0.58%
275,894
-9,267
39
$29.8M 0.57%
1,107,476
-25,994
40
$28.5M 0.54%
552,000
+480
41
$28.2M 0.54%
269,552
+493
42
$27.7M 0.53%
278,842
+16,200
43
$27.1M 0.52%
313,502
+15,389
44
$27M 0.52%
340,722
-8,444
45
$26.9M 0.51%
224,769
+426
46
$26.5M 0.51%
430,754
+11,762
47
$26.3M 0.5%
520,340
-22,912
48
$26.1M 0.5%
229,223
+12,943
49
$26M 0.5%
1,189,807
50
$25.6M 0.49%
427,787
-15,855
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