Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$6.92M
2
+$6M
3
+$5.74M
4
PHM icon
Pultegroup
PHM
+$5.14M
5
IVZ icon
Invesco
IVZ
+$4.41M

Top Sells

1
+$15.8M
2
+$9.6M
3
+$8.87M
4
MS icon
Morgan Stanley
MS
+$5.93M
5
GE icon
GE Aerospace
GE
+$5.79M

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
601
$362K 0.01%
6,824
+39
602
$362K 0.01%
9,026
-2,374
603
$360K 0.01%
32,315
-4,830
604
$360K 0.01%
27,096
-2,192
605
$358K 0.01%
12,804
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606
$358K 0.01%
4,114
+1,100
607
$357K 0.01%
11,022
-115
608
$356K 0.01%
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609
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45,708
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610
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611
$354K 0.01%
59,420
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612
$354K 0.01%
10,132
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614
$352K 0.01%
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615
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616
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36,495
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618
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6,231
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$344K 0.01%
7,080
-1,731
621
$343K 0.01%
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622
$341K 0.01%
10,256
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623
$339K 0.01%
+7,000
624
$335K 0.01%
32,551
-1,578
625
$334K 0.01%
30,879
-8,935
23 24
25
26 27