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
676
$312K 0.01%
+5,450
677
$311K 0.01%
7,700
-1,326
678
$310K 0.01%
+16,925
679
$309K 0.01%
+8,050
680
$309K 0.01%
22,595
-2,462
681
$307K 0.01%
+4,942
682
$303K 0.01%
8,290
-1,966
683
$302K 0.01%
24,263
+1,034
684
$302K 0.01%
+11,000
685
$302K 0.01%
3,598
-1,614
686
$301K 0.01%
+4,048
687
$300K 0.01%
2,775
+395
688
$300K 0.01%
1,139
-232
689
$299K 0.01%
7,373
-6,471
690
$298K 0.01%
1,843
-768
691
$296K 0.01%
25,390
-12,858
692
$294K 0.01%
6,476
-1,115
693
$293K 0.01%
11,124
-1,680
694
$292K 0.01%
18,132
+3,515
695
$291K 0.01%
18,980
696
$291K 0.01%
2,695
-585
697
$291K 0.01%
+11,185
698
$290K 0.01%
15,911
-1
699
$288K 0.01%
3,415
-1,140
700
$286K 0.01%
+7,147
26 27
28
29 30