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
676
$277K 0.01%
5,812
-240
677
$276K 0.01%
1,865
-2,563
678
$274K 0.01%
2,291
-355
679
$273K 0.01%
100,000
680
$273K 0.01%
6,288
+565
681
$273K 0.01%
+6,172
682
$271K 0.01%
+5,500
683
$271K 0.01%
3,314
+3
684
$271K 0.01%
27,795
685
$269K 0.01%
2,658
-497
686
$262K 0.01%
+5,755
687
$262K 0.01%
15,810
688
$259K ﹤0.01%
+2,184
689
$258K ﹤0.01%
16,044
+120
690
$258K ﹤0.01%
7,353
691
$258K ﹤0.01%
+1,125
692
$257K ﹤0.01%
3,297
-72
693
$255K ﹤0.01%
2,003
+3
694
$254K ﹤0.01%
10,689
+328
695
$254K ﹤0.01%
4,340
+165
696
$250K ﹤0.01%
3,067
-20
697
$249K ﹤0.01%
4,876
+595
698
$248K ﹤0.01%
4,798
+601
699
$245K ﹤0.01%
3,965
-459
700
$243K ﹤0.01%
2,178
-373
26 27
28
29 30