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
401
$1.23M 0.03%
13,286
+2,568
402
$1.22M 0.03%
15,903
+1,932
403
$1.22M 0.03%
11,088
-8,165
404
$1.22M 0.03%
11,850
-14,320
405
$1.21M 0.03%
92,847
-6,961
406
$1.2M 0.03%
13,223
+5,569
407
$1.18M 0.03%
55,765
+20,765
408
$1.15M 0.03%
23,712
+2,075
409
$1.15M 0.03%
7,319
-2,140
410
$1.15M 0.03%
63,305
+2,710
411
$1.14M 0.03%
62,295
-10,935
412
$1.13M 0.03%
10,302
-73
413
$1.11M 0.03%
41,197
+16,142
414
$1.11M 0.03%
9,729
+97
415
$1.1M 0.03%
30,478
+5,954
416
$1.1M 0.03%
35,518
+6,676
417
$1.1M 0.03%
29,744
-1,272
418
$1.1M 0.03%
68,465
-18,482
419
$1.09M 0.03%
26,810
+4,160
420
$1.08M 0.03%
32,441
-6,026
421
$1.07M 0.03%
13,742
+7,998
422
$1.05M 0.03%
25,783
-691
423
$1.04M 0.03%
159,751
-163,592
424
$1.03M 0.03%
+77,243
425
$1.02M 0.03%
33,085
+17,637
15 16
17
18 19