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
176
$6.92M 0.15%
116,219
-86,065
177
$6.85M 0.14%
103,347
-71,580
178
$6.82M 0.14%
260,120
-30,713
179
$6.82M 0.14%
266,942
+65,665
180
$6.79M 0.14%
83,491
+8,620
181
$6.77M 0.14%
92,037
+36,903
182
$6.77M 0.14%
87,858
+1,954
183
$6.76M 0.14%
82,706
+7,716
184
$6.7M 0.14%
114,860
+63,550
185
$6.68M 0.14%
429,910
+278,990
186
$6.6M 0.14%
306,306
+201,696
187
$6.54M 0.14%
207,847
+125,895
188
$6.34M 0.13%
274,566
+160,857
189
$6.28M 0.13%
204,863
-430
190
$6.21M 0.13%
114,061
+17,185
191
$6.21M 0.13%
93,495
+72,251
192
$6.17M 0.13%
113,950
+2,764
193
$6.14M 0.13%
81,000
+60,988
194
$6.05M 0.13%
46,289
+29,052
195
$6.05M 0.13%
109,584
+7,412
196
$5.98M 0.13%
475,973
+7,745
197
$5.97M 0.13%
57,147
-2,099
198
$5.96M 0.13%
93,772
+4,633
199
$5.84M 0.12%
332,148
-126,137
200
$5.83M 0.12%
161,638
+2,532
6 7
8
9 10