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
176
$7.65M 0.15%
95,112
-9,190
177
$7.6M 0.15%
173,409
-15,680
178
$7.47M 0.14%
63,460
+2,282
179
$7.41M 0.14%
151,822
-4,316
180
$7.4M 0.14%
98,820
+3,637
181
$7.35M 0.14%
175,116
-5,449
182
$7.33M 0.14%
49,576
-979
183
$7.32M 0.14%
94,563
-4,046
184
$7.28M 0.14%
12,082
185
$7.28M 0.14%
347,354
+32,067
186
$7.19M 0.14%
48,148
+9,006
187
$7.17M 0.14%
156,772
-8,157
188
$7.11M 0.14%
288,630
+16,030
189
$6.99M 0.13%
222,462
-18,432
190
$6.99M 0.13%
156,506
+5,612
191
$6.97M 0.13%
95,782
-4,815
192
$6.97M 0.13%
44,881
+892
193
$6.96M 0.13%
165,300
-11,602
194
$6.87M 0.13%
129,644
+3,126
195
$6.79M 0.13%
150,580
-3,817
196
$6.68M 0.13%
69,609
+3,817
197
$6.64M 0.13%
159,153
+6,323
198
$6.6M 0.13%
34,642
+60
199
$6.58M 0.13%
77,485
+1,425
200
$6.53M 0.12%
27,185
+14,837
6 7
8
9 10