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
526
$536K 0.01%
11,223
-50
527
$534K 0.01%
21,666
+1,900
528
$529K 0.01%
23,548
-6,496
529
$529K 0.01%
4,626
+444
530
$524K 0.01%
14,375
-10,296
531
$523K 0.01%
15,652
-2,846
532
$521K 0.01%
32,445
-12,269
533
$518K 0.01%
+650
534
$518K 0.01%
11,692
-1,169
535
$515K 0.01%
15,420
+3,154
536
$513K 0.01%
53,801
-225
537
$513K 0.01%
7,108
-316
538
$511K 0.01%
5,080
-950
539
$509K 0.01%
5,775
+1,261
540
$506K 0.01%
38,248
-3,349
541
$505K 0.01%
9,337
-2,532
542
$502K 0.01%
17,097
+1,746
543
$500K 0.01%
7,656
-3,782
544
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+4,675
545
$496K 0.01%
13,534
-338
546
$490K 0.01%
10,236
-891
547
$489K 0.01%
12,273
-3,279
548
$484K 0.01%
6,597
-3,873
549
$481K 0.01%
13,685
-3,290
550
$480K 0.01%
+5,391
20 21
22
23 24