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
76
$17.1M 0.36%
300,055
+276,224
77
$17.1M 0.36%
159,168
+5,090
78
$17M 0.36%
199,589
+14,162
79
$16.9M 0.35%
207,021
-1,111
80
$16.5M 0.35%
310,994
+23,672
81
$16.4M 0.35%
460,558
-53,132
82
$16.4M 0.34%
191,370
-566
83
$15.8M 0.33%
179,104
+5,659
84
$15.8M 0.33%
254,098
+81,111
85
$15.6M 0.33%
210,563
-5,040
86
$15.5M 0.33%
107,124
-23,793
87
$15.5M 0.33%
106,078
+30,107
88
$14.7M 0.31%
+197,611
89
$14.7M 0.31%
474,501
-49,433
90
$14.6M 0.31%
331,346
-27,088
91
$14.4M 0.3%
165,590
+135,355
92
$14.3M 0.3%
400,957
-7,210
93
$14.3M 0.3%
338,012
-43,424
94
$14.3M 0.3%
180,176
+25,204
95
$14.2M 0.3%
115,111
+9,981
96
$14.2M 0.3%
263,830
+4,770
97
$14.1M 0.3%
188,509
+175,423
98
$14M 0.29%
392,220
+24,880
99
$14M 0.29%
558,375
+469
100
$13.9M 0.29%
191,667
+28,331
2 3
4
5 6