Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
1
$138M 2.89%
3,867,790
+184,704
2
$102M 2.14%
1,820,765
-1,378
3
$89.3M 1.88%
952,980
+148,235
4
$79.8M 1.68%
658,104
+184,154
5
$74.5M 1.56%
742,002
-9,123
6
$67.8M 1.42%
1,325,473
+429,284
7
$61.8M 1.3%
2,586,612
+851,436
8
$61.5M 1.29%
1,463,256
-88,920
9
$58.9M 1.24%
281,080
+23,824
10
$58.2M 1.22%
549,739
+138,532
11
$57.8M 1.22%
1,035,932
+91,966
12
$50.7M 1.07%
1,767,407
+703,650
13
$50.1M 1.05%
332,120
-33,928
14
$46.2M 0.97%
1,414,465
+16,219
15
$45.1M 0.95%
533,086
+21,570
16
$42.7M 0.9%
355,072
+130,070
17
$42.1M 0.88%
723,850
-18,284
18
$41.7M 0.88%
1,247,103
-8,454
19
$38.7M 0.81%
1,125,941
+160,985
20
$37.1M 0.78%
359,075
+5,493
21
$36.8M 0.77%
812,276
-12,115
22
$36.6M 0.77%
666,070
-30,966
23
$36.5M 0.77%
589,458
+63,293
24
$35.5M 0.75%
662,950
+224,156
25
$34.7M 0.73%
1,057,268
+308,811
1
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