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
626
$333K 0.01%
3,325
627
$331K 0.01%
24,798
628
$331K 0.01%
3,306
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629
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630
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631
$325K 0.01%
14,617
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$323K 0.01%
6,125
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633
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634
$323K 0.01%
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635
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8,717
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637
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638
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639
$307K 0.01%
15,798
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642
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643
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644
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646
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55,750
647
$298K 0.01%
6,108
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648
$297K 0.01%
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649
$292K 0.01%
4,057
-800
650
$287K 0.01%
5,221
-2,424
24 25
26
27 28