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
701
$234K 0.01%
+8,029
702
$234K 0.01%
24,442
+4,085
703
$233K 0.01%
6,112
+218
704
$233K 0.01%
+3,059
705
$232K 0.01%
3,560
-1,218
706
$231K 0.01%
+1,471
707
$229K 0.01%
4,915
+336
708
$229K 0.01%
2,146
+53
709
$229K 0.01%
24,170
-946
710
$228K 0.01%
284
-86
711
$226K 0.01%
+3,486
712
$226K 0.01%
14,836
-4,018
713
$225K 0.01%
12,697
-3,704
714
$224K 0.01%
+7,746
715
$223K 0.01%
2,080
-418
716
$223K 0.01%
+6,090
717
$222K 0.01%
21,495
-369
718
$222K 0.01%
8,942
-2,326
719
$220K 0.01%
15,912
-2
720
$220K 0.01%
8,150
-1,768
721
$217K 0.01%
15,000
722
$214K 0.01%
4,120
-518
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