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
651
$355K 0.01%
34,296
+144
652
$352K 0.01%
5,300
653
$352K 0.01%
9,000
654
$346K 0.01%
+2,073
655
$345K 0.01%
7,768
-4,505
656
$343K 0.01%
17,288
-840
657
$343K 0.01%
6,004
-654
658
$342K 0.01%
+4,980
659
$341K 0.01%
9,690
-442
660
$340K 0.01%
27,133
+11,914
661
$339K 0.01%
+2,760
662
$334K 0.01%
4,868
-763
663
$332K 0.01%
1,975
-1,358
664
$330K 0.01%
+13,763
665
$330K 0.01%
23,749
-27,408
666
$329K 0.01%
9,521
-4,854
667
$328K 0.01%
2,892
-203
668
$328K 0.01%
7,904
-1,101
669
$327K 0.01%
3,325
670
$326K 0.01%
6,569
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671
$325K 0.01%
7,212
-2,470
672
$323K 0.01%
+8,932
673
$316K 0.01%
+6,366
674
$313K 0.01%
7,414
+1,324
675
$313K 0.01%
3,666
25 26
27
28 29