Truist Financial

Truist Financial Portfolio holdings

AUM $73.8B
1-Year Est. Return 18.51%
This Quarter Est. Return
1 Year Est. Return
+18.51%
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
+$151M
2
+$55.5M
3
+$52.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$44.2M
5
MSFT icon
Microsoft
MSFT
+$39.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.66%
2 Healthcare 10.46%
3 Consumer Staples 10%
4 Technology 10%
5 Energy 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.17M 0.04%
+82,161
302
$1.17M 0.04%
+9,231
303
$1.16M 0.04%
+12,295
304
$1.16M 0.04%
+38,858
305
$1.13M 0.04%
+48,586
306
$1.12M 0.04%
+34,726
307
$1.12M 0.04%
+20,842
308
$1.12M 0.04%
+36,565
309
$1.11M 0.04%
+32,488
310
$1.11M 0.04%
+10,066
311
$1.1M 0.04%
+24,913
312
$1.1M 0.04%
+86,710
313
$1.09M 0.04%
+13,954
314
$1.09M 0.04%
+9,889
315
$1.06M 0.04%
+79,195
316
$1.06M 0.04%
+9,785
317
$1.05M 0.04%
+21,330
318
$1.03M 0.04%
+11,563
319
$1.02M 0.04%
+44,910
320
$1.01M 0.04%
+17,322
321
$997K 0.04%
+19,831
322
$990K 0.04%
+11,685
323
$986K 0.04%
+19,254
324
$981K 0.04%
+4,341
325
$979K 0.04%
+8,781
11 12
13
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