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
676
$253K 0.01%
+11,456
677
$252K 0.01%
12,914
+852
678
$252K 0.01%
18,980
679
$251K 0.01%
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$251K 0.01%
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681
$250K 0.01%
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-289
682
$249K 0.01%
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683
$247K 0.01%
7,804
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684
$246K 0.01%
714
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685
$245K 0.01%
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686
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687
$242K 0.01%
7,683
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688
$242K 0.01%
30,799
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689
$242K 0.01%
+10,701
690
$241K 0.01%
9,000
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691
$241K 0.01%
7,456
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$241K 0.01%
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$241K 0.01%
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$238K 0.01%
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$238K 0.01%
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$237K 0.01%
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697
$237K 0.01%
11,949
698
$235K 0.01%
1,234
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699
$235K 0.01%
5,181
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700
$234K 0.01%
9,233
-1,083
26 27
28
29 30