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
376
$774K 0.03%
+9,141
377
$774K 0.03%
+58,038
378
$773K 0.03%
+23,563
379
$771K 0.03%
+10,641
380
$771K 0.03%
+13,291
381
$768K 0.03%
+122,650
382
$766K 0.03%
+14,713
383
$761K 0.03%
+29,596
384
$755K 0.03%
+14,016
385
$752K 0.03%
+34,132
386
$751K 0.03%
+58,882
387
$750K 0.03%
+9,233
388
$748K 0.03%
+3,717
389
$747K 0.03%
+15,522
390
$747K 0.03%
+12,406
391
$741K 0.03%
+28,651
392
$728K 0.03%
+25,151
393
$724K 0.03%
+10,954
394
$723K 0.03%
+15,498
395
$721K 0.03%
+16,058
396
$717K 0.03%
+73,624
397
$714K 0.03%
+15,176
398
$712K 0.03%
+8,992
399
$710K 0.03%
+2,035
400
$700K 0.03%
+17,122
14 15
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