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
251
$3.32M 0.09%
114,644
-109,036
252
$3.28M 0.08%
52,579
-6,005
253
$3.28M 0.08%
43,790
-1,989
254
$3.28M 0.08%
31,980
-8,070
255
$3.27M 0.08%
56,752
-275
256
$3.26M 0.08%
79,435
-244,746
257
$3.25M 0.08%
44,824
-8,846
258
$3.24M 0.08%
80,152
-21,769
259
$3.21M 0.08%
38,146
+364
260
$3.2M 0.08%
37,679
+969
261
$3.17M 0.08%
53,847
+13,298
262
$3.1M 0.08%
51,144
+8,433
263
$3.1M 0.08%
39,742
+3,730
264
$3.08M 0.08%
16,144
-1,477
265
$3.07M 0.08%
479,032
+61,530
266
$3.06M 0.08%
29,133
-711
267
$3.05M 0.08%
45,968
+3,805
268
$3.04M 0.08%
78,337
-29,370
269
$3.04M 0.08%
23,119
+4,572
270
$3.03M 0.08%
42,920
+1,967
271
$2.98M 0.08%
140,455
+26,093
272
$2.93M 0.08%
11,666
273
$2.84M 0.07%
472,177
-158,114
274
$2.84M 0.07%
30,164
+6,083
275
$2.82M 0.07%
42,341
-37,550
9 10
11
12 13