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
326
$1.88M 0.05%
32,146
-7,932
327
$1.85M 0.05%
11,803
+2,639
328
$1.83M 0.05%
226,984
-59,342
329
$1.83M 0.05%
16,153
+3,503
330
$1.8M 0.05%
28,300
-257
331
$1.8M 0.05%
16,673
-792
332
$1.79M 0.05%
27,840
+4,823
333
$1.77M 0.05%
454,224
+13,707
334
$1.76M 0.05%
12,435
+797
335
$1.74M 0.05%
29,887
+4,450
336
$1.74M 0.04%
40,899
+7,705
337
$1.73M 0.04%
36,695
-9,110
338
$1.7M 0.04%
+38,569
339
$1.7M 0.04%
34,288
+5,511
340
$1.7M 0.04%
19,370
-7,475
341
$1.7M 0.04%
23,004
-1,777
342
$1.67M 0.04%
29,515
-3,437
343
$1.67M 0.04%
13,465
+2,564
344
$1.67M 0.04%
28,814
-617
345
$1.65M 0.04%
46,280
+243
346
$1.64M 0.04%
11,975
-2,074
347
$1.64M 0.04%
10,835
+2,072
348
$1.64M 0.04%
35,246
+2,774
349
$1.64M 0.04%
18,908
+1,491
350
$1.63M 0.04%
32,519
+4,483
12 13
14
15 16