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
701
$285K 0.01%
20,972
-3,198
702
$283K 0.01%
+6,000
703
$280K 0.01%
13,123
-1,419
704
$279K 0.01%
10,399
+2,653
705
$278K 0.01%
5,780
-1,044
706
$277K 0.01%
6,964
707
$277K 0.01%
7,344
-170
708
$276K 0.01%
+12,630
709
$275K 0.01%
3,250
+508
710
$275K 0.01%
+10,370
711
$274K 0.01%
6,648
-2,069
712
$273K 0.01%
+9,350
713
$273K 0.01%
17,713
-9,090
714
$272K 0.01%
4,167
-48
715
$272K 0.01%
8,781
-578
716
$270K 0.01%
+3,783
717
$268K 0.01%
1,495
-235
718
$268K 0.01%
11,949
719
$268K 0.01%
8,677
-975
720
$266K 0.01%
3,229
-5,840
721
$266K 0.01%
+3,297
722
$265K 0.01%
+6,415
723
$264K 0.01%
3,974
+488
724
$264K 0.01%
13,338
-2,460
725
$263K 0.01%
9,084
-15
27 28
29
30 31