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
751
$87K ﹤0.01%
19,998
+2,170
752
$64K ﹤0.01%
13,073
753
$63K ﹤0.01%
1,005
-30
754
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-11,100
755
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-4,300
756
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-11,228
757
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-8,237
758
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-5,998
759
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-1,583
760
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-5,033
761
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-18,625
762
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-10,000
763
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-5,618
764
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-17,195
765
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-5,023
766
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767
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768
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769
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771
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772
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773
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-7,665
774
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775
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-3,201
29 30
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32 33