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
476
$981K 0.02%
21,966
-1,247
477
$980K 0.02%
12,671
-2,333
478
$975K 0.02%
9,127
-498
479
$971K 0.02%
30,139
-21,130
480
$970K 0.02%
+10,208
481
$958K 0.02%
32,100
-985
482
$957K 0.02%
12,299
+650
483
$953K 0.02%
+40,096
484
$950K 0.02%
38,996
-30,698
485
$948K 0.02%
12,136
-4,638
486
$936K 0.02%
34,542
+405
487
$935K 0.02%
87,396
-5,451
488
$932K 0.02%
35,960
+10,421
489
$932K 0.02%
9,725
+1,818
490
$932K 0.02%
38,932
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$920K 0.02%
45,893
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492
$917K 0.02%
8,563
-3,287
493
$907K 0.02%
19,267
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494
$892K 0.02%
41,256
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495
$888K 0.02%
12,844
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496
$888K 0.02%
5,368
+1,042
497
$885K 0.02%
21,712
-14,524
498
$882K 0.02%
7,843
-3,245
499
$879K 0.02%
27,503
-2,241
500
$879K 0.02%
23,415
+5,879
18 19
20
21 22