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
151
$8.26M 0.17%
101,809
-5,815
152
$8.22M 0.17%
205,163
+93,730
153
$8.21M 0.17%
103,052
-6,367
154
$8.13M 0.17%
966,910
+541,340
155
$8.1M 0.17%
233,896
-864
156
$8.1M 0.17%
128,777
+108,499
157
$8.09M 0.17%
164,975
+126,406
158
$7.99M 0.17%
102,581
+5,234
159
$7.85M 0.16%
105,856
-7,118
160
$7.75M 0.16%
198,006
-9,800
161
$7.7M 0.16%
173,586
+88,914
162
$7.69M 0.16%
140,225
+120,317
163
$7.66M 0.16%
101,312
-59,674
164
$7.63M 0.16%
161,192
+26,587
165
$7.57M 0.16%
167,583
-5,566
166
$7.42M 0.16%
111,613
+71,837
167
$7.4M 0.16%
106,018
-50,517
168
$7.39M 0.16%
190,665
-11,053
169
$7.29M 0.15%
65,289
-2,726
170
$7.24M 0.15%
131,161
+66,543
171
$7.21M 0.15%
29,043
+5,160
172
$7.1M 0.15%
63,831
+34,698
173
$7.1M 0.15%
237,525
-4,660
174
$7.08M 0.15%
118,690
-45,840
175
$7M 0.15%
109,106
-9,076
5 6
7
8 9