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
201
$5.83M 0.12%
435,750
-20,741
202
$5.8M 0.12%
238,296
-101,484
203
$5.67M 0.12%
126,618
+81,623
204
$5.58M 0.12%
122,651
+7,435
205
$5.51M 0.12%
98,587
+11,026
206
$5.44M 0.11%
104,718
+1,945
207
$5.44M 0.11%
113,120
-8,419
208
$5.42M 0.11%
74,896
+67,581
209
$5.39M 0.11%
138,634
-25,496
210
$5.33M 0.11%
116,139
+75,240
211
$5.28M 0.11%
58,191
+9,932
212
$5.28M 0.11%
45,140
-764
213
$5.26M 0.11%
42,491
-25,015
214
$5.23M 0.11%
120,009
-13,421
215
$5.16M 0.11%
144,534
+1,618
216
$5.16M 0.11%
75,087
+55,704
217
$5.14M 0.11%
91,736
+5,749
218
$5.13M 0.11%
191,340
+22,776
219
$5.12M 0.11%
91,236
-560
220
$5.11M 0.11%
10,000
221
$5.11M 0.11%
31,643
+20,808
222
$5.09M 0.11%
37,096
+1,714
223
$5.05M 0.11%
99,518
-83,266
224
$4.96M 0.1%
73,857
+46,473
225
$4.96M 0.1%
18,216
-458
7 8
9
10 11