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
251
$1.88M 0.07%
+36,615
252
$1.87M 0.07%
+16,214
253
$1.86M 0.07%
+12,876
254
$1.85M 0.07%
+37,023
255
$1.83M 0.07%
+237,252
256
$1.83M 0.07%
+31,098
257
$1.82M 0.07%
+40,691
258
$1.82M 0.07%
+10,863
259
$1.78M 0.07%
+16,589
260
$1.77M 0.07%
+47,793
261
$1.76M 0.07%
+29,064
262
$1.72M 0.06%
+91,628
263
$1.71M 0.06%
+54,280
264
$1.71M 0.06%
+61,060
265
$1.71M 0.06%
+49,275
266
$1.67M 0.06%
+11,540
267
$1.66M 0.06%
+17,252
268
$1.66M 0.06%
+21,009
269
$1.65M 0.06%
+39,935
270
$1.59M 0.06%
+18,814
271
$1.58M 0.06%
+55,498
272
$1.57M 0.06%
+35,915
273
$1.57M 0.06%
+76,920
274
$1.55M 0.06%
+14,377
275
$1.53M 0.06%
+835
9 10
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