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
401
$699K 0.03%
+8,417
402
$697K 0.03%
+5,243
403
$696K 0.03%
+68,628
404
$695K 0.03%
+13,657
405
$694K 0.03%
+8,622
406
$691K 0.03%
+7,971
407
$690K 0.03%
+17,490
408
$684K 0.03%
+13,543
409
$684K 0.03%
+14,914
410
$678K 0.03%
+5,028
411
$677K 0.03%
+5,454
412
$669K 0.02%
+8,438
413
$669K 0.02%
+14,202
414
$667K 0.02%
+19,338
415
$666K 0.02%
+17,857
416
$663K 0.02%
+12,511
417
$663K 0.02%
+34,991
418
$660K 0.02%
+23,884
419
$659K 0.02%
+21,190
420
$656K 0.02%
+8,809
421
$653K 0.02%
+14,140
422
$651K 0.02%
+14,160
423
$648K 0.02%
+21,020
424
$647K 0.02%
+29,338
425
$644K 0.02%
+1,222
15 16
17
18 19