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
626
$402K 0.01%
8,815
-5,187
627
$401K 0.01%
4,551
-98
628
$398K 0.01%
55,750
629
$396K 0.01%
20,442
+2,383
630
$393K 0.01%
+3,032
631
$391K 0.01%
6,696
+1,686
632
$386K 0.01%
11,724
-13,292
633
$385K 0.01%
+11,240
634
$384K 0.01%
8,001
-3,092
635
$378K 0.01%
4,066
-1,171
636
$376K 0.01%
7,111
-2,226
637
$375K 0.01%
5,581
-2,075
638
$373K 0.01%
3,763
-547
639
$373K 0.01%
3,038
-311
640
$369K 0.01%
10,104
-408
641
$366K 0.01%
+12,692
642
$365K 0.01%
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643
$362K 0.01%
8,808
-621
644
$361K 0.01%
39,520
-1,550
645
$360K 0.01%
+17,059
646
$360K 0.01%
+11,890
647
$360K 0.01%
+3,110
648
$359K 0.01%
+5,284
649
$359K 0.01%
5,004
-387
650
$359K 0.01%
+8,625
24 25
26
27 28