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
576
$520K 0.01%
+23,549
577
$515K 0.01%
+20,000
578
$510K 0.01%
10,728
-2,504
579
$509K 0.01%
11,201
-22
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581
$504K 0.01%
+10,000
582
$503K 0.01%
7,048
-60
583
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13,783
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584
$497K 0.01%
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585
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586
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19,968
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587
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4,073
-306
588
$490K 0.01%
6,287
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589
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14,140
-1,512
590
$483K 0.01%
21,894
591
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14,319
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592
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3,875
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593
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14,546
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594
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20,105
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595
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2,174
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596
$471K 0.01%
52,733
-1,068
597
$469K 0.01%
8,508
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598
$462K 0.01%
5,151
-1,115
599
$461K 0.01%
+11,500
600
$460K 0.01%
4,062
+4
22 23
24
25 26