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
201
$6.51M 0.12%
47,919
-112
202
$6.47M 0.12%
819,246
-128,493
203
$6.47M 0.12%
264,846
-6,068
204
$6.39M 0.12%
84,235
+1,157
205
$6.39M 0.12%
42,191
+9,439
206
$6.33M 0.12%
101,408
-7,987
207
$6.32M 0.12%
45,526
-3,322
208
$6.28M 0.12%
41,548
-758
209
$6.24M 0.12%
38,047
+291
210
$6.24M 0.12%
98,521
+2,397
211
$6.23M 0.12%
35,572
+10,991
212
$6.22M 0.12%
96,914
-5,429
213
$6.16M 0.12%
176,223
+12,067
214
$6.1M 0.12%
58,869
+1,371
215
$6.08M 0.12%
549,049
-949
216
$5.89M 0.11%
45,509
+328
217
$5.88M 0.11%
134,348
+264
218
$5.88M 0.11%
29,462
+270
219
$5.86M 0.11%
101,543
+33,407
220
$5.86M 0.11%
48,067
+381
221
$5.85M 0.11%
91,615
-7,519
222
$5.74M 0.11%
175,122
-41,585
223
$5.66M 0.11%
16,547
224
$5.64M 0.11%
123,524
+9,754
225
$5.61M 0.11%
70,776
-1,385
7 8
9
10 11