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
526
$742K 0.02%
25,497
-718
527
$740K 0.02%
19,036
-3,464
528
$733K 0.02%
34,508
-2,956
529
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25,550
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530
$723K 0.02%
8,401
+308
531
$712K 0.02%
5,740
+146
532
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8,863
-4,138
533
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51,873
+27,075
534
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535
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10,945
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536
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15,932
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537
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9,584
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538
$686K 0.01%
41,173
+1,557
539
$683K 0.01%
25,543
+1
540
$681K 0.01%
16,660
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4,563
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545
$663K 0.01%
17,413
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546
$662K 0.01%
222,785
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547
$652K 0.01%
3,448
-1,178
548
$649K 0.01%
110,000
549
$648K 0.01%
8,450
-1,251
550
$645K 0.01%
2,743
+1,414
20 21
22
23 24