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
301
$1.17M 0.04%
+9,231
302
$1.16M 0.04%
+12,295
303
$1.16M 0.04%
+38,858
304
$1.13M 0.04%
+48,586
305
$1.12M 0.04%
+34,726
306
$1.12M 0.04%
+20,842
307
$1.12M 0.04%
+36,565
308
$1.11M 0.04%
+32,488
309
$1.11M 0.04%
+10,066
310
$1.1M 0.04%
+24,913
311
$1.1M 0.04%
+86,710
312
$1.09M 0.04%
+13,954
313
$1.09M 0.04%
+9,889
314
$1.06M 0.04%
+79,195
315
$1.06M 0.04%
+9,785
316
$1.05M 0.04%
+21,330
317
$1.03M 0.04%
+11,563
318
$1.02M 0.04%
+44,910
319
$1.01M 0.04%
+17,322
320
$997K 0.04%
+19,831
321
$990K 0.04%
+11,685
322
$986K 0.04%
+19,254
323
$981K 0.04%
+4,341
324
$979K 0.04%
+8,781
325
$977K 0.04%
+30,668
11 12
13
14 15