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
$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
126
$10.4M 0.2%
147,549
-369
127
$10.3M 0.2%
99,460
-3,757
128
$10.2M 0.19%
433,460
-15,250
129
$10.2M 0.19%
156,845
-24,198
130
$10.2M 0.19%
317,856
+2,580
131
$10.2M 0.19%
551,626
-27,828
132
$9.98M 0.19%
114,996
+12,765
133
$9.97M 0.19%
72,901
+5,631
134
$9.96M 0.19%
106,828
+3,433
135
$9.88M 0.19%
108,357
+49,419
136
$9.86M 0.19%
208,734
-3,325
137
$9.57M 0.18%
466,720
+17,699
138
$9.5M 0.18%
109,270
+1,450
139
$9.28M 0.18%
122,908
-63,485
140
$9.15M 0.17%
94,344
-6,444
141
$9.13M 0.17%
287,068
+134,744
142
$9.12M 0.17%
527,298
-18,558
143
$9.09M 0.17%
472,721
-46,049
144
$9.08M 0.17%
127,879
-9,612
145
$9.03M 0.17%
123,360
+69,375
146
$9.03M 0.17%
158,199
-64
147
$9M 0.17%
55,915
+1,477
148
$8.91M 0.17%
26,372
-566
149
$8.91M 0.17%
41,239
+2,076
150
$8.89M 0.17%
236,144
+5,130
4 5
6
7 8