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
26
$29M 0.75%
408,292
+52,098
27
$28.3M 0.73%
225,002
-14,375
28
$26.4M 0.68%
269,063
-14,940
29
$25.7M 0.67%
690,620
+3,600
30
$25.4M 0.66%
567,210
+22,285
31
$24.2M 0.63%
748,457
-43,168
32
$23.7M 0.61%
525,347
-18,698
33
$22.8M 0.59%
279,512
+6,238
34
$22.7M 0.59%
1,229,365
+25,973
35
$22.6M 0.59%
343,941
+6,106
36
$22.4M 0.58%
438,794
+40,277
37
$22.3M 0.58%
730,150
-46,689
38
$22.3M 0.58%
201,671
+18,571
39
$22.2M 0.57%
300,752
-16,825
40
$21.6M 0.56%
257,349
-50,122
41
$21.1M 0.55%
731,345
+147,150
42
$20.9M 0.54%
499,441
-121,060
43
$20.4M 0.53%
313,513
+16,763
44
$20.2M 0.52%
319,178
+23,918
45
$19.9M 0.51%
147,624
-24,114
46
$19.5M 0.5%
182,089
+6,690
47
$19.2M 0.5%
201,179
-33,674
48
$19.1M 0.49%
466,467
+10,288
49
$19M 0.49%
130,917
-69,441
50
$18.9M 0.49%
300,969
+4,427
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