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
726
$211K 0.01%
1,625
-3,188
727
$211K 0.01%
3,256
-420
728
$210K 0.01%
6,212
-162
729
$210K 0.01%
4,874
-3,029
730
$207K 0.01%
+2,967
731
$206K 0.01%
520
-42
732
$205K 0.01%
+1,279
733
$204K 0.01%
+2,495
734
$202K 0.01%
+4,527
735
$202K 0.01%
+8,449
736
$201K 0.01%
+15,378
737
$201K 0.01%
+7,412
738
$201K 0.01%
6,296
-2,099
739
$201K 0.01%
5,812
-512
740
$201K 0.01%
1,038
-186
741
$198K 0.01%
14,542
-766
742
$194K 0.01%
+12,295
743
$190K ﹤0.01%
+10,090
744
$188K ﹤0.01%
15,219
-3,749
745
$187K ﹤0.01%
17,532
+4,772
746
$187K ﹤0.01%
10,200
-4,083
747
$179K ﹤0.01%
12,525
748
$172K ﹤0.01%
16,631
+1,646
749
$168K ﹤0.01%
2,757
+204
750
$167K ﹤0.01%
+11,361
28 29
30
31 32