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
126
$10M 0.21%
754,738
-291,332
127
$9.98M 0.21%
230,093
+21,451
128
$9.95M 0.21%
109,686
+6,015
129
$9.85M 0.21%
135,965
+52,360
130
$9.85M 0.21%
+295,024
131
$9.81M 0.21%
224,833
+25,865
132
$9.53M 0.2%
182,852
-8,277
133
$9.53M 0.2%
81,655
+2,548
134
$9.3M 0.2%
143,577
-16,753
135
$9.29M 0.2%
122,619
+20,177
136
$9.28M 0.2%
103,309
+73,145
137
$9.28M 0.2%
203,947
-1,122
138
$9.08M 0.19%
+146,868
139
$9.04M 0.19%
204,998
+186,182
140
$8.94M 0.19%
600,083
-19,803
141
$8.86M 0.19%
+409,055
142
$8.77M 0.18%
309,694
+112,600
143
$8.76M 0.18%
62,920
+39,801
144
$8.45M 0.18%
146,380
+64,721
145
$8.44M 0.18%
+89,811
146
$8.41M 0.18%
256,667
-13,734
147
$8.37M 0.18%
429,442
+128,126
148
$8.35M 0.18%
221,198
+46,862
149
$8.33M 0.17%
210,104
-12,530
150
$8.26M 0.17%
331,188
-45,596
4 5
6
7 8