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
476
$742K 0.02%
51,304
-3,920
477
$739K 0.02%
16,032
-976
478
$739K 0.02%
6,623
+960
479
$738K 0.02%
21,485
-3,268
480
$723K 0.02%
18,329
-8,521
481
$719K 0.02%
9,676
-282
482
$711K 0.02%
14,119
-12,753
483
$711K 0.02%
+27,709
484
$706K 0.02%
9,069
-1,973
485
$698K 0.02%
9,701
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486
$697K 0.02%
11,671
-4,511
487
$692K 0.02%
28,043
+5,527
488
$692K 0.02%
5,832
+487
489
$691K 0.02%
47,716
-2,416
490
$688K 0.02%
22,170
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491
$679K 0.02%
14,304
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492
$679K 0.02%
3,287
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493
$678K 0.02%
3,549
-32
494
$676K 0.02%
5,594
495
$664K 0.02%
6,907
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496
$658K 0.02%
10,401
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497
$657K 0.02%
26,831
-8,309
498
$654K 0.02%
25,539
+6,190
499
$654K 0.02%
4,326
+425
500
$646K 0.02%
17,536
-2,803
18 19
20
21 22