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
476
$1.02M 0.02%
30,082
-1,090
477
$1.01M 0.02%
12,714
-226
478
$1M 0.02%
79,690
-17,935
479
$986K 0.02%
8,446
-1,248
480
$972K 0.02%
42,934
-1,621
481
$971K 0.02%
25,263
-30,530
482
$967K 0.02%
54,478
-7,600
483
$956K 0.02%
32,996
+6,907
484
$951K 0.02%
15,832
+1,013
485
$950K 0.02%
6,903
+114
486
$948K 0.02%
3,927
+807
487
$900K 0.02%
5,623
+524
488
$894K 0.02%
18,021
+1,463
489
$889K 0.02%
29,680
-3
490
$866K 0.02%
17,730
-13,206
491
$863K 0.02%
56,022
+1,300
492
$860K 0.02%
28,422
+9,936
493
$853K 0.02%
6,409
+407
494
$842K 0.02%
64,736
+50,420
495
$825K 0.02%
8,890
-9,772
496
$824K 0.02%
93,132
+1,286
497
$808K 0.02%
16,049
+521
498
$807K 0.02%
5,588
-1,211
499
$804K 0.02%
37,936
-1,576
500
$796K 0.02%
4,651
+744
18 19
20
21 22