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
151
$6.64M 0.17%
174,336
+5,631
152
$6.56M 0.17%
246,136
-118,070
153
$6.48M 0.17%
111,186
+23,854
154
$6.33M 0.16%
74,871
-8,660
155
$6.32M 0.16%
468,228
-289,167
156
$6.2M 0.16%
197,094
+190,943
157
$6.19M 0.16%
201,277
+152,917
158
$6.18M 0.16%
89,139
+45
159
$6.17M 0.16%
48,259
+13,700
160
$6.15M 0.16%
242,185
-7,208
161
$6.13M 0.16%
100,559
+14,399
162
$6.13M 0.16%
134,605
+12,950
163
$6.06M 0.16%
4,700
-482
164
$6.02M 0.16%
456,491
-63,195
165
$5.97M 0.15%
695,373
-383,085
166
$5.87M 0.15%
152,110
-79,148
167
$5.78M 0.15%
471,956
+16,416
168
$5.77M 0.15%
164,130
-6,386
169
$5.64M 0.15%
+301,316
170
$5.52M 0.14%
121,539
+13,445
171
$5.52M 0.14%
203,650
-29,314
172
$5.47M 0.14%
151,723
+11,310
173
$5.42M 0.14%
105,266
+11,668
174
$5.41M 0.14%
102,773
-1,010
175
$5.4M 0.14%
83,605
+9,797
5 6
7
8 9