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
$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
1
$171M 3.27%
3,290,807
-47,869
2
$169M 3.22%
2,423,509
+97,152
3
$110M 2.11%
419,825
+17,988
4
$93.7M 1.79%
1,027,014
-18,166
5
$89.5M 1.71%
1,734,612
+75,032
6
$89.4M 1.71%
656,797
-8,810
7
$82.1M 1.57%
1,700,883
-9,539
8
$77.3M 1.48%
1,844,092
-69,648
9
$72.9M 1.39%
947,095
+15,254
10
$64M 1.22%
1,705,630
+74,120
11
$63.3M 1.21%
494,198
-26,471
12
$59.3M 1.13%
794,230
-23,894
13
$57.8M 1.1%
610,699
-9,592
14
$55M 1.05%
1,281,818
-22,534
15
$49.9M 0.95%
415,975
+15,352
16
$45M 0.86%
186,082
+36,575
17
$44.7M 0.85%
409,185
-13,952
18
$44.4M 0.85%
927,621
-16,372
19
$43.6M 0.83%
273,102
+35,728
20
$42M 0.8%
806,818
+20,084
21
$41.7M 0.8%
942,437
+35,169
22
$40.9M 0.78%
941,519
-20
23
$39.8M 0.76%
729,972
+49,158
24
$39.7M 0.76%
185,450
-17,298
25
$38.5M 0.74%
405,062
+7,127
1
2 3 4 5