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
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
– –
-4,862
795
– –
-7,332
796
– –
-14,776
797
– –
-16,434
798
– –
-3,325
799
– –
-2,195
800
– –
-1,984
30 31
32
33 34