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
276
$1.5M 0.06%
+31,333
277
$1.47M 0.05%
+20,169
278
$1.44M 0.05%
+179,842
279
$1.43M 0.05%
+22,981
280
$1.39M 0.05%
+20,776
281
$1.38M 0.05%
+30,132
282
$1.35M 0.05%
+33,491
283
$1.34M 0.05%
+38,317
284
$1.34M 0.05%
+128,565
285
$1.31M 0.05%
+8,842
286
$1.3M 0.05%
+29,986
287
$1.3M 0.05%
+61,354
288
$1.29M 0.05%
+30,010
289
$1.26M 0.05%
+20,127
290
$1.26M 0.05%
+37,479
291
$1.25M 0.05%
+78,683
292
$1.24M 0.05%
+50,608
293
$1.22M 0.05%
+19,105
294
$1.2M 0.04%
+28,484
295
$1.2M 0.04%
+20,271
296
$1.18M 0.04%
+33,265
297
$1.18M 0.04%
+13,747
298
$1.18M 0.04%
+24,605
299
$1.18M 0.04%
+19,996
300
$1.17M 0.04%
+82,161
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