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
176
$5.37M 0.14%
133,430
-12,761
177
$5.36M 0.14%
79,545
+53,348
178
$5.35M 0.14%
562,634
-61,258
179
$5.34M 0.14%
96,876
+20,665
180
$5.29M 0.14%
23,883
-1,236
181
$5.22M 0.14%
46,453
+14,484
182
$5.22M 0.14%
158,847
-8,822
183
$5.12M 0.13%
177,521
+20,460
184
$5.1M 0.13%
142,916
+71,389
185
$5.06M 0.13%
54,291
+3,678
186
$5.03M 0.13%
115,216
+9,751
187
$5.02M 0.13%
159,106
+28,262
188
$4.96M 0.13%
78,305
-7,344
189
$4.95M 0.13%
102,172
+39,074
190
$4.94M 0.13%
91,796
-172
191
$4.93M 0.13%
81,659
+26,907
192
$4.91M 0.13%
18,674
-153
193
$4.88M 0.13%
180,869
+12,029
194
$4.87M 0.13%
87,561
+4,205
195
$4.85M 0.13%
60,275
-9,096
196
$4.75M 0.12%
45,904
+208
197
$4.73M 0.12%
126,444
-3,288
198
$4.69M 0.12%
35,382
+3,035
199
$4.69M 0.12%
56,356
-9,977
200
$4.63M 0.12%
111,433
+18,636
6 7
8
9 10