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
276
$2.82M 0.07%
106,154
+61,464
277
$2.79M 0.07%
34,109
+9,323
278
$2.79M 0.07%
104,440
-10,670
279
$2.73M 0.07%
77,150
+18,404
280
$2.7M 0.07%
57,384
-35,280
281
$2.69M 0.07%
679,646
+178,121
282
$2.67M 0.07%
65,338
-7,219
283
$2.66M 0.07%
36,877
+2,883
284
$2.62M 0.07%
117,626
+101,446
285
$2.61M 0.07%
113,709
+43,722
286
$2.58M 0.07%
6,525
-452
287
$2.54M 0.07%
39,776
+28,057
288
$2.52M 0.07%
58,419
+11,194
289
$2.51M 0.07%
25,108
-1,605
290
$2.49M 0.06%
15,302
-696
291
$2.48M 0.06%
+49,902
292
$2.48M 0.06%
81,952
+15,984
293
$2.47M 0.06%
93,648
+15,780
294
$2.47M 0.06%
74,028
+15,373
295
$2.47M 0.06%
83,368
-2,652
296
$2.47M 0.06%
71,286
-14,827
297
$2.46M 0.06%
245,254
+69,995
298
$2.43M 0.06%
7,147
-456
299
$2.4M 0.06%
30,235
-2,158
300
$2.4M 0.06%
69,694
-57,949
10 11
12
13 14