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
451
$878K 0.02%
8,260
-7,403
452
$876K 0.02%
28,180
-34,643
453
$856K 0.02%
9,625
+643
454
$852K 0.02%
17,746
-750
455
$842K 0.02%
26,215
+7,367
456
$828K 0.02%
22,500
-1,156
457
$826K 0.02%
17,846
+4,589
458
$821K 0.02%
25,542
+6,761
459
$817K 0.02%
+11,023
460
$811K 0.02%
7,512
+207
461
$810K 0.02%
18,816
-310
462
$802K 0.02%
19,666
+8,450
463
$799K 0.02%
897
-222
464
$794K 0.02%
25,016
-21,507
465
$793K 0.02%
4,007
+111
466
$791K 0.02%
15,499
+8,566
467
$783K 0.02%
4,551
-1,315
468
$781K 0.02%
11,525
-202
469
$779K 0.02%
6,984
-2,857
470
$773K 0.02%
27,744
-302
471
$769K 0.02%
15,004
-4,078
472
$767K 0.02%
19,590
-1,130
473
$761K 0.02%
37,464
+16,358
474
$746K 0.02%
6,512
-1,082
475
$742K 0.02%
7,907
-560
17 18
19
20 21