Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
76
$18.4M 0.35%
100,384
+5,608
77
$17.8M 0.34%
332,746
-18,102
78
$17.3M 0.33%
247,600
+25,251
79
$17.2M 0.33%
227,827
-7,833
80
$17M 0.32%
183,470
+8,727
81
$17M 0.32%
99,599
+7,194
82
$16.8M 0.32%
227,097
+6,300
83
$16.8M 0.32%
532,303
+4,230
84
$16.7M 0.32%
221,610
+34
85
$16.7M 0.32%
230,527
-37,119
86
$16.7M 0.32%
152,248
+9,110
87
$16.5M 0.32%
122,933
-2,062
88
$16.3M 0.31%
258,382
-7,094
89
$16.2M 0.31%
226,353
-6,884
90
$15.5M 0.3%
380,338
-9,030
91
$15.4M 0.29%
237,513
+6,310
92
$15.4M 0.29%
236,806
+24,432
93
$14.9M 0.29%
317,990
+25,927
94
$14.7M 0.28%
202,781
-3,443
95
$14.7M 0.28%
96,029
+659
96
$14.6M 0.28%
99,411
+3,717
97
$14.2M 0.27%
274,044
-45,452
98
$14.1M 0.27%
262,688
+4,156
99
$14M 0.27%
305,240
+12,815
100
$13.7M 0.26%
171,133
+34,229
2 3
4
5 6