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
826
– –
-5,127
827
– –
-24,547
828
– –
-2,802
829
– –
-2,006
30 31 32 33
34