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
201
$4.61M 0.12%
9,600
202
$4.6M 0.12%
111,886
+8,597
203
$4.56M 0.12%
76,411
-13,973
204
$4.49M 0.12%
43,296
+7,276
205
$4.46M 0.12%
122,748
+100,646
206
$4.37M 0.11%
10,000
207
$4.36M 0.11%
330,425
+22,617
208
$4.34M 0.11%
36,912
-7,851
209
$4.31M 0.11%
42,259
+329
210
$4.28M 0.11%
35,997
+229
211
$4.23M 0.11%
85,987
-5,402
212
$4.21M 0.11%
51,310
+13,215
213
$4.17M 0.11%
148,070
+42,070
214
$4.17M 0.11%
72,534
+10,878
215
$4.12M 0.11%
37,100
-10,104
216
$4.06M 0.11%
48,239
-4,520
217
$4.06M 0.11%
45,288
-1,746
218
$4.06M 0.11%
66,130
-6,434
219
$4.06M 0.1%
36,321
+4,637
220
$4.01M 0.1%
48,419
+3,501
221
$4M 0.1%
55,134
+44,895
222
$3.97M 0.1%
64,618
-22,527
223
$3.97M 0.1%
56,561
-7,479
224
$3.94M 0.1%
45,495
+952
225
$3.92M 0.1%
85,851
-4,057
7 8
9
10 11