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
776
$48K ﹤0.01%
1,800
-7,099
777
$45K ﹤0.01%
950
778
$43K ﹤0.01%
500
779
$41K ﹤0.01%
175
780
$39K ﹤0.01%
400
781
$36K ﹤0.01%
600
782
$29K ﹤0.01%
1,975
-162
783
$27K ﹤0.01%
1,000
784
$26K ﹤0.01%
45,570
+18,614
785
$25K ﹤0.01%
1,500
786
$23K ﹤0.01%
600
787
$22K ﹤0.01%
700
-3,800
788
$20K ﹤0.01%
300
789
$20K ﹤0.01%
10,000
790
$17K ﹤0.01%
1,200
791
$17K ﹤0.01%
+1,706
792
$16K ﹤0.01%
12,010
793
$6K ﹤0.01%
10,000
794
– –
-2,006
795
– –
-2,756
796
– –
-11,366
797
– –
-14,776
798
– –
-16,434
799
– –
-3,325
800
– –
-2,195
30 31
32
33 34