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
426
$1.01M 0.03%
6,823
-2,325
427
$1.01M 0.03%
34,137
-4,843
428
$1.01M 0.03%
12,209
+1,473
429
$999K 0.03%
30,089
+16,017
430
$998K 0.03%
18,383
-3,768
431
$983K 0.03%
27,444
-2,225
432
$982K 0.03%
13,748
-122
433
$981K 0.03%
6,236
-1,682
434
$974K 0.03%
189,255
-83,660
435
$973K 0.03%
16,366
+4,871
436
$969K 0.03%
22,556
-15,927
437
$966K 0.03%
8,250
-1,241
438
$961K 0.02%
11,649
+3,352
439
$952K 0.02%
28,793
-2,068
440
$949K 0.02%
240,428
-34,711
441
$943K 0.02%
13,086
-1,065
442
$943K 0.02%
40,160
+1,134
443
$936K 0.02%
8,577
-18
444
$928K 0.02%
+38,785
445
$921K 0.02%
19,416
+7,149
446
$911K 0.02%
7,304
+2,925
447
$906K 0.02%
5,022
-243
448
$902K 0.02%
+28,362
449
$892K 0.02%
23,213
-1,234
450
$880K 0.02%
8,851
-61
16 17
18
19 20