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
101
$13.8M 0.29%
246,031
+241,911
102
$13.7M 0.29%
94,351
-3,502
103
$13.5M 0.28%
242,948
+14,414
104
$13.4M 0.28%
140,121
+21,134
105
$13.2M 0.28%
376,080
+92,540
106
$12.6M 0.27%
375,841
+172,049
107
$12.6M 0.27%
128,940
+3,357
108
$12.5M 0.26%
353,033
-31,752
109
$12.4M 0.26%
645,276
-79,078
110
$12.3M 0.26%
80,926
+29,248
111
$12.2M 0.26%
208,704
-15,200
112
$12.1M 0.26%
93,482
+20,854
113
$11.8M 0.25%
219,133
+38,029
114
$11.5M 0.24%
179,472
-25,688
115
$11.1M 0.23%
93,316
-29,866
116
$11.1M 0.23%
204,205
+29,350
117
$11M 0.23%
86,000
+2,104
118
$11M 0.23%
676,635
+76,357
119
$10.7M 0.22%
129,854
-15,973
120
$10.6M 0.22%
287,193
+190,292
121
$10.4M 0.22%
148,942
+6,386
122
$10.4M 0.22%
193,893
+13,208
123
$10.3M 0.22%
218,252
-21,879
124
$10.2M 0.21%
247,768
+96,045
125
$10.1M 0.21%
89,442
+2,537
3 4
5
6 7