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
501
$645K 0.02%
7,004
+1,139
502
$644K 0.02%
14,002
+2,516
503
$644K 0.02%
8,093
+67
504
$641K 0.02%
8,163
-175
505
$639K 0.02%
9,570
+6,097
506
$632K 0.02%
18,493
-16
507
$626K 0.02%
16,358
+1,520
508
$624K 0.02%
14,806
+4,850
509
$613K 0.02%
13,844
+9,139
510
$613K 0.02%
51,157
-17,756
511
$613K 0.02%
39,616
+10,984
512
$607K 0.02%
19,519
-18,014
513
$603K 0.02%
6,266
+1,085
514
$599K 0.02%
+3,175
515
$596K 0.02%
7,048
-1,162
516
$593K 0.02%
2,716
+164
517
$586K 0.02%
13,232
-1,610
518
$572K 0.01%
5,604
+934
519
$570K 0.01%
12,091
+3,156
520
$570K 0.01%
10,279
-338
521
$565K 0.01%
9,429
-1,096
522
$563K 0.01%
+7,027
523
$556K 0.01%
11,208
+970
524
$546K 0.01%
10,233
+854
525
$540K 0.01%
10,170
-335
19 20
21
22 23