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
376
$774K 0.03%
+58,038
377
$773K 0.03%
+23,563
378
$771K 0.03%
+10,641
379
$771K 0.03%
+13,291
380
$768K 0.03%
+122,650
381
$766K 0.03%
+14,713
382
$761K 0.03%
+29,596
383
$755K 0.03%
+14,016
384
$752K 0.03%
+34,132
385
$751K 0.03%
+58,882
386
$750K 0.03%
+9,233
387
$748K 0.03%
+3,717
388
$747K 0.03%
+15,522
389
$747K 0.03%
+12,406
390
$741K 0.03%
+28,651
391
$728K 0.03%
+25,151
392
$724K 0.03%
+10,954
393
$723K 0.03%
+15,498
394
$721K 0.03%
+16,058
395
$717K 0.03%
+73,624
396
$714K 0.03%
+15,176
397
$712K 0.03%
+8,992
398
$710K 0.03%
+2,035
399
$700K 0.03%
+17,122
400
$699K 0.03%
+8,417
14 15
16
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