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
351
$830K 0.03%
+3,860
352
$830K 0.03%
+30,273
353
$826K 0.03%
+33,761
354
$824K 0.03%
+19,878
355
$822K 0.03%
+12,665
356
$821K 0.03%
+23,452
357
$819K 0.03%
+23,161
358
$814K 0.03%
+14,934
359
$814K 0.03%
+12,880
360
$814K 0.03%
+8,552
361
$812K 0.03%
+26,616
362
$803K 0.03%
+32,859
363
$801K 0.03%
+14,838
364
$800K 0.03%
+9,299
365
$799K 0.03%
+208,042
366
$796K 0.03%
+17,523
367
$795K 0.03%
+19,318
368
$790K 0.03%
+36,287
369
$789K 0.03%
+19,207
370
$788K 0.03%
+18,270
371
$786K 0.03%
+5,125
372
$781K 0.03%
+26,822
373
$781K 0.03%
+13,093
374
$779K 0.03%
+6,573
375
$776K 0.03%
+20,320
13 14
15
16 17