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
351
$1.62M 0.04%
18,788
+4,618
352
$1.6M 0.04%
91,101
-24,336
353
$1.59M 0.04%
14,311
+8,059
354
$1.57M 0.04%
35,150
+24,517
355
$1.57M 0.04%
11,077
-1,240
356
$1.56M 0.04%
16,449
-4,419
357
$1.54M 0.04%
5,929
-302
358
$1.52M 0.04%
51,269
-37,941
359
$1.51M 0.04%
72,054
+13,926
360
$1.49M 0.04%
8,144
-347
361
$1.48M 0.04%
23,831
-3,429
362
$1.46M 0.04%
26,399
+4,818
363
$1.46M 0.04%
61,641
+10,728
364
$1.46M 0.04%
10,708
+1,756
365
$1.46M 0.04%
116,065
-197,276
366
$1.45M 0.04%
36,236
-47,007
367
$1.45M 0.04%
43,431
-16,374
368
$1.42M 0.04%
23,995
-735
369
$1.41M 0.04%
32,682
-23,474
370
$1.4M 0.04%
26,388
+16,861
371
$1.4M 0.04%
55,810
-232,272
372
$1.39M 0.04%
10,991
+766
373
$1.38M 0.04%
24,502
+1,460
374
$1.38M 0.04%
12,138
+2,640
375
$1.38M 0.04%
19,383
+12,530
13 14
15
16 17