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
801
$206K ﹤0.01%
7,862
-167
802
$204K ﹤0.01%
+22,876
803
$203K ﹤0.01%
2,984
-344
804
$203K ﹤0.01%
19,490
+1,958
805
$201K ﹤0.01%
2,873
-2,052
806
$200K ﹤0.01%
+3,865
807
$198K ﹤0.01%
+11,378
808
$198K ﹤0.01%
12,100
-425
809
$197K ﹤0.01%
10,200
810
$194K ﹤0.01%
10,090
811
$191K ﹤0.01%
5,759
-2,045
812
$190K ﹤0.01%
10,479
-2,218
813
$188K ﹤0.01%
+12,500
814
$177K ﹤0.01%
11,958
815
$172K ﹤0.01%
14,394
+570
816
$169K ﹤0.01%
1,207
-634
817
$167K ﹤0.01%
14,632
-1,217
818
– –
0
819
$165K ﹤0.01%
+3,700
820
$159K ﹤0.01%
+11,010
821
$158K ﹤0.01%
25,377
-8,681
822
$152K ﹤0.01%
+10,000
823
$144K ﹤0.01%
30,450
+220
824
$144K ﹤0.01%
+10,000
825
$139K ﹤0.01%
2,042
-715
31 32
33
34 35