Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
51
$24.9M 0.48%
226,867
+3,234
52
$24.6M 0.47%
246,075
+32,912
53
$23.8M 0.45%
108,469
-10,253
54
$23.6M 0.45%
788,129
+855
55
$22.7M 0.43%
211,669
+21,913
56
$22.6M 0.43%
408,640
-33,956
57
$22.6M 0.43%
126,653
+24,196
58
$22.3M 0.43%
181,948
-2,986
59
$22.2M 0.42%
102,984
-3,550
60
$22.1M 0.42%
726,608
-261,209
61
$22.1M 0.42%
155,579
-81
62
$22M 0.42%
119,912
-4,839
63
$21.4M 0.41%
243,688
+20,509
64
$21.2M 0.4%
619,028
+11,744
65
$20.7M 0.39%
200,271
+481
66
$20.5M 0.39%
264,794
+26,848
67
$20.4M 0.39%
393,600
+4,980
68
$19.5M 0.37%
324,030
-15,725
69
$19.3M 0.37%
239,544
-6,671
70
$19.1M 0.37%
942,350
-27,250
71
$18.9M 0.36%
57,612
-3,553
72
$18.8M 0.36%
176,623
+5,269
73
$18.6M 0.35%
354,971
-19,551
74
$18.5M 0.35%
223,815
-8,464
75
$18.4M 0.35%
295,976
-12,662
1 2
3
4 5