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
$3.87B
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$6.4M
3
+$6M
4
PHM icon
Pultegroup
PHM
+$5.64M
5
IVZ icon
Invesco
IVZ
+$4.71M

Top Sells

1
+$16.2M
2
+$10.1M
3
+$10M
4
GE icon
GE Aerospace
GE
+$6.25M
5
MS icon
Morgan Stanley
MS
+$5.81M

Sector Composition

1 Financials 11.32%
2 Healthcare 10.32%
3 Technology 10.23%
4 Consumer Staples 10.16%
5 Industrials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.9M 0.1%
84,672
+6,847
227
$3.87M 0.1%
81,204
+32,022
228
$3.86M 0.1%
30,579
+3,387
229
$3.82M 0.1%
48,312
+11,498
230
$3.8M 0.1%
118,974
-18,392
231
$3.79M 0.1%
69,769
-12,080
232
$3.76M 0.1%
39,167
-22,373
233
$3.75M 0.1%
135,449
+12,929
234
$3.75M 0.1%
168,564
+30,858
235
$3.74M 0.1%
53,971
+1,974
236
$3.74M 0.1%
209,501
-294,990
237
$3.71M 0.1%
96,901
+7,595
238
$3.59M 0.09%
57,396
-29,279
239
$3.55M 0.09%
72,765
-195
240
$3.52M 0.09%
425,570
+38,100
241
$3.5M 0.09%
99,047
+24,079
242
$3.5M 0.09%
75,924
+7,485
243
$3.47M 0.09%
78,644
+23,589
244
$3.43M 0.09%
54,480
+2,061
245
$3.42M 0.09%
32,596
-8,818
246
$3.4M 0.09%
12,687
-1,286
247
$3.4M 0.09%
27,234
-2,307
248
$3.38M 0.09%
52,973
-7,439
249
$3.37M 0.09%
37,685
+1,359
250
$3.33M 0.09%
59,985
+22,172
8 9
10
11 12