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
101
$10.4M 0.27%
142,556
+7,102
102
$10.3M 0.27%
174,927
-6,337
103
$10.2M 0.27%
172,987
-2,173
104
$10.2M 0.26%
160,330
-17,170
105
$10M 0.26%
600,278
+48,324
106
$9.74M 0.25%
240,034
+15,562
107
$9.73M 0.25%
181,104
+19,549
108
$9.68M 0.25%
164,530
-3,316
109
$9.63M 0.25%
86,905
+139
110
$9.63M 0.25%
74,688
-1,812
111
$9.57M 0.25%
109,419
-4,025
112
$9.54M 0.25%
376,784
-28,697
113
$9.47M 0.25%
150,394
+42,700
114
$9.43M 0.24%
191,129
-2,801
115
$9.38M 0.24%
198,968
+21,487
116
$9.35M 0.24%
180,685
+11,695
117
$9.22M 0.24%
72,628
-17,881
118
$9.07M 0.23%
79,107
-10,869
119
$8.98M 0.23%
203,792
-6,504
120
$8.86M 0.23%
174,855
+9,273
121
$8.81M 0.23%
103,671
+13,714
122
$8.69M 0.22%
208,642
+16,253
123
$8.6M 0.22%
107,624
-5,374
124
$8.59M 0.22%
234,760
-15,650
125
$8.54M 0.22%
182,784
+19,152
3 4
5
6 7