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
376
$1.37M 0.04%
57,502
-11,632
377
$1.36M 0.04%
36,645
+7,965
378
$1.36M 0.04%
34,470
+15,154
379
$1.36M 0.04%
17,745
+4,921
380
$1.34M 0.03%
16,563
-2,857
381
$1.33M 0.03%
18,182
-4,172
382
$1.33M 0.03%
28,057
-372
383
$1.33M 0.03%
21,244
+3,218
384
$1.33M 0.03%
16,774
-6,054
385
$1.32M 0.03%
+20,012
386
$1.31M 0.03%
17,469
+323
387
$1.31M 0.03%
71,097
-42,015
388
$1.29M 0.03%
68,370
+19,103
389
$1.29M 0.03%
29,044
-651
390
$1.28M 0.03%
19,908
+3,763
391
$1.28M 0.03%
15,004
+1,396
392
$1.28M 0.03%
26,672
+9,494
393
$1.27M 0.03%
10,124
+2,079
394
$1.27M 0.03%
20,278
+5,538
395
$1.27M 0.03%
26,806
-1,403
396
$1.25M 0.03%
17,857
+425
397
$1.25M 0.03%
13,001
+2,728
398
$1.25M 0.03%
7,681
+2,038
399
$1.24M 0.03%
38,936
-237
400
$1.23M 0.03%
22,997
-2,130
14 15
16
17 18