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
51
$18.1M 0.47%
158,840
+9,758
52
$18.1M 0.47%
157,033
-9,383
53
$17.3M 0.45%
208,132
-10,031
54
$16.9M 0.44%
367,516
+63,884
55
$16.9M 0.44%
285,412
-26,435
56
$16.8M 0.43%
523,934
+43,564
57
$16.5M 0.43%
215,603
-8,728
58
$16.4M 0.42%
154,078
+1,131
59
$15.8M 0.41%
513,690
-23,308
60
$15.8M 0.41%
557,906
-42,508
61
$15.5M 0.4%
381,436
-4,160
62
$15.5M 0.4%
191,936
+346
63
$15.4M 0.4%
505,128
+4,980
64
$15.3M 0.4%
185,427
+605
65
$15.1M 0.39%
287,322
+43,686
66
$15.1M 0.39%
384,785
-29,071
67
$15M 0.39%
408,167
-25,983
68
$14.4M 0.37%
103,808
+4,372
69
$14.4M 0.37%
123,182
-8,829
70
$14.1M 0.37%
1,046,070
-4,920
71
$14M 0.36%
724,354
-54,592
72
$13.9M 0.36%
97,853
-11,072
73
$13.6M 0.35%
173,445
+17,698
74
$13.6M 0.35%
472,442
+70,902
75
$13.4M 0.35%
209,292
-32,590
1 2
3
4 5