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
76
$13.4M 0.35%
323,817
-42,046
77
$13M 0.34%
259,060
+2,780
78
$13M 0.34%
140,983
+20,122
79
$12.9M 0.33%
359,932
-7,397
80
$12.9M 0.33%
156,535
+26,439
81
$12.7M 0.33%
105,130
+397
82
$12.7M 0.33%
205,160
-23,794
83
$12.7M 0.33%
223,904
-4,738
84
$12.7M 0.33%
304,001
+36,309
85
$12.5M 0.32%
228,534
+1,336
86
$12.5M 0.32%
125,583
+1,079
87
$12.3M 0.32%
118,987
+21,632
88
$12.3M 0.32%
241,961
+30,417
89
$12.1M 0.31%
145,827
-13,721
90
$11.9M 0.31%
240,131
-26,994
91
$11.9M 0.31%
358,434
-47,781
92
$11.7M 0.3%
154,972
-3,672
93
$11.4M 0.3%
163,336
+32,755
94
$11.3M 0.29%
55,114
-20,982
95
$11.2M 0.29%
83,896
-6,029
96
$11M 0.29%
160,986
-35,749
97
$10.9M 0.28%
202,284
-11,168
98
$10.9M 0.28%
367,340
+27,700
99
$10.8M 0.28%
283,540
+11,720
100
$10.6M 0.27%
75,971
+4,058
2 3
4
5 6