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
126
$8.23M 0.21%
205,069
+5,600
127
$8.16M 0.21%
619,886
+15,989
128
$7.91M 0.2%
201,718
-5,983
129
$7.76M 0.2%
339,780
-200,376
130
$7.75M 0.2%
51,678
+6,215
131
$7.74M 0.2%
270,401
-3,191
132
$7.7M 0.2%
463,258
133
$7.69M 0.2%
173,149
-14,343
134
$7.65M 0.2%
458,285
-32,160
135
$7.62M 0.2%
290,833
-44,594
136
$7.59M 0.2%
67,506
-11,149
137
$7.57M 0.2%
207,806
-20,014
138
$7.53M 0.19%
222,634
-4,168
139
$7.38M 0.19%
74,990
+18,553
140
$7.36M 0.19%
46,701
+2,588
141
$7.34M 0.19%
118,182
-504
142
$7.31M 0.19%
97,347
+675
143
$7.26M 0.19%
156,926
+5,044
144
$7.07M 0.18%
68,015
-3,161
145
$7.04M 0.18%
102,442
-20,309
146
$6.94M 0.18%
112,974
-10,279
147
$6.9M 0.18%
59,246
-1,139
148
$6.88M 0.18%
205,293
-12,917
149
$6.86M 0.18%
109,471
-20,005
150
$6.7M 0.17%
85,904
+363
4 5
6
7 8