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
101
$13.2M 0.25%
362,370
+3,868
102
$13M 0.25%
138,902
-3,590
103
$13M 0.25%
103,421
+1,683
104
$12.7M 0.24%
193,988
-6,607
105
$12.6M 0.24%
162,520
-2,544
106
$12.6M 0.24%
106,209
-60,047
107
$12.6M 0.24%
88,168
-5,372
108
$12.5M 0.24%
113,766
+1,069
109
$12.5M 0.24%
62,761
-4,598
110
$12.5M 0.24%
185,014
-37,127
111
$12M 0.23%
164,853
-552
112
$12M 0.23%
134,057
-4,291
113
$12M 0.23%
238,067
+171
114
$11.7M 0.22%
409,384
115
$11.5M 0.22%
185,204
+12,282
116
$11.5M 0.22%
206,310
-42,987
117
$11.4M 0.22%
51,651
-1,918
118
$11.2M 0.21%
112,880
-574
119
$11.2M 0.21%
116,551
+7,097
120
$11.1M 0.21%
86,179
+3,985
121
$10.8M 0.21%
62,521
-1,755
122
$10.7M 0.2%
106,787
-4,919
123
$10.7M 0.2%
165,460
-11,710
124
$10.6M 0.2%
92,205
-4,665
125
$10.5M 0.2%
181,469
-9,418
3 4
5
6 7