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
51
$22.1M 0.46%
515,109
-52,101
52
$22.1M 0.46%
160,496
+12,872
53
$21.8M 0.46%
631,180
-59,440
54
$21.8M 0.46%
+317,872
55
$21.2M 0.45%
113,597
+107,361
56
$21M 0.44%
237,280
-20,069
57
$20.7M 0.43%
535,554
+515,964
58
$20.6M 0.43%
203,477
+194,626
59
$20.5M 0.43%
150,606
+134,201
60
$20.3M 0.43%
314,139
+163,745
61
$20.2M 0.42%
348,219
+247,660
62
$20.1M 0.42%
616,486
+111,358
63
$19.7M 0.41%
149,999
+46,191
64
$19.5M 0.41%
668,191
+195,749
65
$19.4M 0.41%
264,340
+55,048
66
$19.4M 0.41%
492,951
-6,490
67
$19.3M 0.41%
462,093
+158,092
68
$19.1M 0.4%
166,976
+8,136
69
$18.6M 0.39%
258,238
+201,677
70
$18.4M 0.39%
258,563
-60,615
71
$18.1M 0.38%
339,320
+289,418
72
$18.1M 0.38%
276,368
-67,573
73
$18M 0.38%
384,718
+17,202
74
$17.7M 0.37%
182,997
+145,312
75
$17.6M 0.37%
497,227
+137,295
1 2
3
4 5