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
326
$977K 0.04%
+30,668
327
$975K 0.04%
+20,468
328
$971K 0.04%
+8,792
329
$965K 0.04%
+16,320
330
$958K 0.04%
+26,966
331
$958K 0.04%
+58,183
332
$956K 0.04%
+10,625
333
$955K 0.04%
+32,449
334
$953K 0.04%
+9,652
335
$926K 0.03%
+24,210
336
$923K 0.03%
+27,546
337
$905K 0.03%
+18,565
338
$898K 0.03%
+13,637
339
$891K 0.03%
+39,635
340
$884K 0.03%
+11,323
341
$882K 0.03%
+4,947
342
$876K 0.03%
+25,190
343
$865K 0.03%
+19,196
344
$862K 0.03%
+9,113
345
$859K 0.03%
+26,280
346
$857K 0.03%
+18,815
347
$855K 0.03%
+66,417
348
$853K 0.03%
+26,314
349
$852K 0.03%
+62,360
350
$839K 0.03%
+10,226
12 13
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15 16