Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
1
$123M 3.17%
3,683,086
+29,246
2
$104M 2.69%
1,822,143
+28,566
3
$74.9M 1.94%
751,125
-2,081
4
$67.3M 1.74%
804,745
-33,153
5
$63.2M 1.64%
1,552,176
+181,796
6
$55.8M 1.44%
366,048
-40,997
7
$52.9M 1.37%
257,256
-18,078
8
$51.3M 1.33%
473,950
-11,885
9
$51M 1.32%
943,966
+534
10
$49.5M 1.28%
896,189
-33,103
11
$47.3M 1.22%
1,735,176
-52,640
12
$42.1M 1.09%
411,207
+4,249
13
$42.1M 1.09%
511,516
-196,412
14
$41.8M 1.08%
742,134
+45,000
15
$41.4M 1.07%
1,398,246
-6,539
16
$38.2M 0.99%
824,391
+137,901
17
$35.3M 0.91%
1,255,557
-88,100
18
$35.2M 0.91%
697,036
+76,255
19
$34.9M 0.9%
353,582
+21,193
20
$34.7M 0.9%
329,301
-3,273
21
$33.1M 0.85%
964,956
-32,855
22
$30.3M 0.78%
1,063,757
+37,405
23
$30.1M 0.78%
526,165
+46,520
24
$29M 0.75%
599,992
+3,389
25
$29M 0.75%
581,994
+6,524
1
2 3 4 5