Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.68B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$58.6M
3
+$52.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$44.5M
5
MSFT icon
Microsoft
MSFT
+$37.3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.56%
2 Healthcare 10.46%
3 Consumer Staples 10%
4 Energy 9.99%
5 Technology 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.38M 0.09%
+32,772
227
$2.37M 0.09%
+162,760
228
$2.31M 0.09%
+158,040
229
$2.27M 0.08%
+26,424
230
$2.27M 0.08%
+60,417
231
$2.26M 0.08%
+21,960
232
$2.22M 0.08%
+55,706
233
$2.19M 0.08%
+20,227
234
$2.17M 0.08%
+140,100
235
$2.14M 0.08%
+32,249
236
$2.13M 0.08%
+24,994
237
$2.12M 0.08%
+48,954
238
$2.11M 0.08%
+36,838
239
$2.09M 0.08%
+35,439
240
$2.09M 0.08%
+24,923
241
$2.08M 0.08%
+37,375
242
$2.07M 0.08%
+121,088
243
$2.06M 0.08%
+27,215
244
$2.04M 0.08%
+9,337
245
$2M 0.07%
+48,664
246
$1.99M 0.07%
+48,403
247
$1.96M 0.07%
+83,648
248
$1.94M 0.07%
+18,402
249
$1.92M 0.07%
+47,472
250
$1.88M 0.07%
+86,955
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