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
151
$8.88M 0.17%
136,898
-5,439
152
$8.86M 0.17%
164,261
-1,685
153
$8.85M 0.17%
309,344
+11,164
154
$8.78M 0.17%
305,553
+26,211
155
$8.69M 0.17%
369,868
-12,390
156
$8.67M 0.17%
91,701
-2,037
157
$8.66M 0.17%
59,013
-4,057
158
$8.58M 0.16%
12,482
159
$8.57M 0.16%
127,116
-16,872
160
$8.47M 0.16%
141,262
+2,005
161
$8.46M 0.16%
145,802
+23,583
162
$8.41M 0.16%
77,243
-11,135
163
$8.33M 0.16%
143,830
+110,378
164
$8.31M 0.16%
144,014
+9,741
165
$8.2M 0.16%
294,811
-13,007
166
$8.12M 0.15%
178,027
-5,134
167
$8.1M 0.15%
188,092
+773
168
$8.08M 0.15%
70,589
-4,694
169
$8.06M 0.15%
59,423
-2,256
170
$8.06M 0.15%
165,088
+16,565
171
$8.04M 0.15%
183,835
-6,723
172
$8.02M 0.15%
43,098
-1,891
173
$7.85M 0.15%
35,183
+200
174
$7.75M 0.15%
150,746
-52,353
175
$7.66M 0.15%
51,234
-1,930
5 6
7
8 9