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
726
$263K 0.01%
9,697
-5,552
727
$262K 0.01%
29,743
-6,752
728
$262K 0.01%
1,539
-137
729
$261K 0.01%
6,886
-3,546
730
$261K 0.01%
30,681
-118
731
$260K 0.01%
+11,843
732
$259K 0.01%
2,903
-1,211
733
$258K 0.01%
+20,351
734
$258K 0.01%
+1,348
735
$257K 0.01%
8,015
736
$256K 0.01%
+10,120
737
$255K 0.01%
3,325
738
$255K 0.01%
8,659
-2,363
739
$253K 0.01%
9,530
-4,401
740
$253K 0.01%
+2,354
741
$252K 0.01%
16,697
+1,319
742
$250K 0.01%
22,404
+909
743
$248K 0.01%
+12,701
744
$248K 0.01%
3,325
-25
745
$247K 0.01%
2,785
-182
746
$247K 0.01%
+2,820
747
$246K 0.01%
3,440
-120
748
$246K 0.01%
+5,670
749
$246K 0.01%
+8,907
750
$245K 0.01%
11,360
-1,554
28 29
30
31 32