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
651
$318K 0.01%
11,603
+1,729
652
$317K 0.01%
6,935
-34
653
$316K 0.01%
1,681
-106
654
$316K 0.01%
5,033
-377
655
$314K 0.01%
17,921
+4,263
656
$314K 0.01%
18,573
-1,362
657
$314K 0.01%
9,513
+95
658
$314K 0.01%
6,949
+1,065
659
$311K 0.01%
3,408
+100
660
$308K 0.01%
8,820
+910
661
$304K 0.01%
8,927
+148
662
$300K 0.01%
3,010
-5
663
$297K 0.01%
+7,897
664
$295K 0.01%
6,056
+447
665
$293K 0.01%
1,455
+15
666
$292K 0.01%
6,600
667
$292K 0.01%
+12,956
668
$289K 0.01%
4,402
+480
669
$288K 0.01%
7,965
+120
670
$285K 0.01%
3,214
+54
671
$285K 0.01%
11,636
-51,167
672
$284K 0.01%
3,650
-1,975
673
$282K 0.01%
4,594
674
$279K 0.01%
1,811
-374
675
$279K 0.01%
4,550
+332
25 26
27
28 29