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
651
$283K 0.01%
1,285
-2,880
652
$279K 0.01%
3,810
+146
653
$278K 0.01%
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$278K 0.01%
9,359
-2,310
655
$278K 0.01%
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656
$277K 0.01%
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-53
657
$275K 0.01%
34,058
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658
$274K 0.01%
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-1,007
659
$271K 0.01%
12,001
-856
660
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1,329
-27
661
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662
$269K 0.01%
5,761
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663
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+6,286
664
$265K 0.01%
2,380
+1,880
665
$264K 0.01%
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666
$263K 0.01%
12,103
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667
$263K 0.01%
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668
$261K 0.01%
6,301
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669
$260K 0.01%
10,196
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670
$260K 0.01%
24,564
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671
$259K 0.01%
3,452
-1,369
672
$258K 0.01%
6,964
673
$257K 0.01%
3,350
+25
674
$254K 0.01%
3,325
675
$253K 0.01%
4,215
-1,747
25 26
27
28 29