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
701
$234K 0.01%
+8,029
702
$234K 0.01%
24,442
+4,085
703
$233K 0.01%
6,112
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704
$233K 0.01%
+3,059
705
$232K 0.01%
3,560
-1,218
706
$231K 0.01%
+1,471
707
$229K 0.01%
2,146
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708
$229K 0.01%
24,170
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709
$229K 0.01%
4,915
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710
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284
-86
711
$226K 0.01%
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712
$226K 0.01%
14,836
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713
$225K 0.01%
12,697
-3,704
714
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+7,746
715
$223K 0.01%
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716
$223K 0.01%
2,080
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$222K 0.01%
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$222K 0.01%
8,942
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719
$220K 0.01%
8,150
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720
$220K 0.01%
15,912
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721
$217K 0.01%
15,000
722
$214K 0.01%
4,120
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723
$214K 0.01%
1,588
-190
724
$212K 0.01%
+2,742
725
$211K 0.01%
5,173
-387
27 28
29
30 31