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
576
$420K 0.01%
41,070
+2,490
577
$417K 0.01%
5,212
-468
578
$415K 0.01%
6,531
-117
579
$410K 0.01%
6,006
-49
580
$410K 0.01%
3,861
581
$407K 0.01%
+13,931
582
$407K 0.01%
34,152
+20,619
583
$407K 0.01%
1,841
-108
584
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3,349
-1,243
585
$391K 0.01%
3,208
586
$388K 0.01%
9,639
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587
$386K 0.01%
3,597
+251
588
$383K 0.01%
10,512
-2,751
589
$383K 0.01%
10,432
+3,832
590
$379K 0.01%
1,829
-1,388
591
$379K 0.01%
7,591
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592
$372K 0.01%
18,059
593
$372K 0.01%
9,005
+181
594
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18,128
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595
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4,925
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596
$368K 0.01%
6,972
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597
$367K 0.01%
4,555
-55
598
$366K 0.01%
5,455
-2,106
599
$364K 0.01%
5,631
+227
600
$364K 0.01%
10,099
+4,981
22 23
24
25 26