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
301
$2.39M 0.06%
59,587
+3,049
302
$2.37M 0.06%
215,077
-79,570
303
$2.35M 0.06%
13,395
+297
304
$2.33M 0.06%
150,920
-7,390
305
$2.33M 0.06%
55,682
-13,970
306
$2.31M 0.06%
104,610
+88,080
307
$2.31M 0.06%
32,388
-218
308
$2.27M 0.06%
36,681
-343
309
$2.25M 0.06%
27,384
+4,988
310
$2.21M 0.06%
111,846
-17,801
311
$2.19M 0.06%
43,078
+25,022
312
$2.15M 0.06%
16,129
-1,875
313
$2.13M 0.06%
27,756
-4,147
314
$2.05M 0.05%
17,237
+10,102
315
$2.02M 0.05%
23,603
+5,109
316
$2.01M 0.05%
16,405
+242
317
$2M 0.05%
30,550
-75
318
$1.95M 0.05%
59,147
+11,470
319
$1.94M 0.05%
69,128
+17,064
320
$1.93M 0.05%
18,851
-1,368
321
$1.92M 0.05%
9
322
$1.91M 0.05%
48,998
+29,109
323
$1.91M 0.05%
30,513
-5,083
324
$1.9M 0.05%
31,830
325
$1.88M 0.05%
44,995
+10,754
11 12
13
14 15