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
501
$878K 0.02%
18,839
+6,748
502
$876K 0.02%
10,280
-3,006
503
$870K 0.02%
48,090
-14,205
504
$866K 0.02%
18,768
-648
505
$861K 0.02%
6,911
-1,339
506
$858K 0.02%
10,552
+876
507
$853K 0.02%
11,679
-6,503
508
$846K 0.02%
8,343
+7,843
509
$840K 0.02%
7,814
-763
510
$840K 0.02%
18,574
+8,935
511
$835K 0.02%
46,703
+35,342
512
$825K 0.02%
7,031
-481
513
$824K 0.02%
45,220
-18,085
514
$818K 0.02%
16,996
-750
515
$818K 0.02%
16,680
+1,181
516
$813K 0.02%
30,029
+1,986
517
$803K 0.02%
+10,000
518
$788K 0.02%
134,185
-55,070
519
$783K 0.02%
16,702
-2,964
520
$775K 0.02%
14,252
-752
521
$768K 0.02%
3,457
-550
522
$760K 0.02%
+5,329
523
$752K 0.02%
16,800
-1,583
524
$750K 0.02%
3,904
+729
525
$743K 0.02%
+21,836
19 20
21
22 23