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
751
$167K ﹤0.01%
4,042
-957
752
$166K ﹤0.01%
13,824
-1,622
753
$165K ﹤0.01%
11,958
754
$157K ﹤0.01%
15,849
+2,470
755
$153K ﹤0.01%
13,087
-997
756
$142K ﹤0.01%
3,300
757
$134K ﹤0.01%
+30,230
758
$133K ﹤0.01%
1,500
759
$131K ﹤0.01%
15,981
+411
760
$124K ﹤0.01%
+12,100
761
$120K ﹤0.01%
+58,696
762
$115K ﹤0.01%
+11,155
763
$111K ﹤0.01%
10,929
+475
764
$110K ﹤0.01%
17,324
-8,176
765
$100K ﹤0.01%
2,891
766
$94K ﹤0.01%
+11,707
767
$92K ﹤0.01%
13,700
768
$86K ﹤0.01%
3,000
769
$71K ﹤0.01%
1,500
770
$70K ﹤0.01%
1,000
771
$62K ﹤0.01%
700
772
$61K ﹤0.01%
10,900
773
$61K ﹤0.01%
4,700
-108,928
774
$50K ﹤0.01%
600
775
$48K ﹤0.01%
1,000
-29,366
29 30
31
32 33