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
326
$975K 0.04%
+20,468
327
$971K 0.04%
+8,792
328
$965K 0.04%
+16,320
329
$958K 0.04%
+26,966
330
$958K 0.04%
+58,183
331
$956K 0.04%
+10,625
332
$955K 0.04%
+32,449
333
$953K 0.04%
+9,652
334
$926K 0.03%
+24,210
335
$923K 0.03%
+27,546
336
$905K 0.03%
+18,565
337
$898K 0.03%
+13,637
338
$891K 0.03%
+39,635
339
$884K 0.03%
+11,323
340
$882K 0.03%
+4,947
341
$876K 0.03%
+25,190
342
$865K 0.03%
+19,196
343
$862K 0.03%
+9,113
344
$859K 0.03%
+26,280
345
$857K 0.03%
+18,815
346
$855K 0.03%
+66,417
347
$853K 0.03%
+26,314
348
$852K 0.03%
+62,360
349
$839K 0.03%
+10,226
350
$830K 0.03%
+3,860
12 13
14
15 16