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
501
$790K 0.02%
12,596
-5,633
502
$779K 0.01%
16,094
-711
503
$776K 0.01%
18,626
+24
504
$770K 0.01%
19,338
-124
505
$769K 0.01%
11,749
-935
506
$763K 0.01%
13,888
+724
507
$761K 0.01%
3,687
-360
508
$752K 0.01%
6,750
+798
509
$748K 0.01%
30,316
+3,448
510
$742K 0.01%
10,825
-176
511
$741K 0.01%
19,528
-2,714
512
$725K 0.01%
8,675
+80
513
$718K 0.01%
10,256
+6,057
514
$716K 0.01%
21,870
+13,767
515
$713K 0.01%
+113,653
516
$711K 0.01%
20,155
+2,155
517
$707K 0.01%
4,045
+188
518
$707K 0.01%
4,273
+68
519
$696K 0.01%
12,270
-142
520
$693K 0.01%
50,812
-7,492
521
$693K 0.01%
30,354
-6,179
522
$692K 0.01%
22,099
+1,967
523
$687K 0.01%
4,839
-2,113
524
$685K 0.01%
19,765
-696
525
$684K 0.01%
3,581
+552
19 20
21
22 23