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
726
$202K ﹤0.01%
+6,779
727
$202K ﹤0.01%
3,570
+55
728
$201K ﹤0.01%
19,506
-17,511
729
$199K ﹤0.01%
13,445
730
$198K ﹤0.01%
16,000
-10,000
731
$187K ﹤0.01%
10,090
732
$180K ﹤0.01%
11,114
-19,018
733
$174K ﹤0.01%
15,428
-1
734
$170K ﹤0.01%
14,686
+406
735
$170K ﹤0.01%
10,053
736
$169K ﹤0.01%
35,223
+386
737
$169K ﹤0.01%
9,948
+1,011
738
$167K ﹤0.01%
14,271
+339
739
$164K ﹤0.01%
10,364
-124
740
$162K ﹤0.01%
1,000
741
$162K ﹤0.01%
12,081
+207
742
$147K ﹤0.01%
18,512
+467
743
$143K ﹤0.01%
11,484
-1,910
744
$140K ﹤0.01%
3,567
-33
745
$130K ﹤0.01%
+10,027
746
$123K ﹤0.01%
13,488
+2,667
747
$120K ﹤0.01%
+12,693
748
$116K ﹤0.01%
10,354
749
$109K ﹤0.01%
10,000
750
$99K ﹤0.01%
12,347
28 29
30
31 32