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
776
$222K ﹤0.01%
4,636
-279
777
$221K ﹤0.01%
4,457
-716
778
$221K ﹤0.01%
16,989
-99,076
779
$221K ﹤0.01%
+3,700
780
$220K ﹤0.01%
8,243
-3,758
781
$217K ﹤0.01%
+5,000
782
$217K ﹤0.01%
1,420
-205
783
$217K ﹤0.01%
+6,651
784
$216K ﹤0.01%
+2,368
785
$216K ﹤0.01%
6,195
-601
786
$216K ﹤0.01%
+16,625
787
$215K ﹤0.01%
520
788
$214K ﹤0.01%
3,847
-2,261
789
$214K ﹤0.01%
+19,100
790
$214K ﹤0.01%
2,364
-2,543
791
$214K ﹤0.01%
2,883
+49
792
$212K ﹤0.01%
3,282
-454
793
$212K ﹤0.01%
4,746
-435
794
$212K ﹤0.01%
+1,774
795
$211K ﹤0.01%
3,091
-1,995
796
$211K ﹤0.01%
+3,108
797
$209K ﹤0.01%
+7,510
798
$209K ﹤0.01%
7,537
-2,449
799
$208K ﹤0.01%
+7,353
800
$207K ﹤0.01%
3,607
-789
30 31
32
33 34