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
401
$697K 0.03%
+5,243
402
$696K 0.03%
+68,628
403
$695K 0.03%
+13,657
404
$694K 0.03%
+8,622
405
$691K 0.03%
+7,971
406
$690K 0.03%
+17,490
407
$684K 0.03%
+13,543
408
$684K 0.03%
+14,914
409
$678K 0.03%
+5,028
410
$677K 0.03%
+5,454
411
$669K 0.02%
+8,438
412
$669K 0.02%
+14,202
413
$667K 0.02%
+19,338
414
$666K 0.02%
+17,857
415
$663K 0.02%
+12,511
416
$663K 0.02%
+34,991
417
$660K 0.02%
+23,884
418
$659K 0.02%
+21,190
419
$656K 0.02%
+8,809
420
$653K 0.02%
+14,140
421
$651K 0.02%
+14,160
422
$648K 0.02%
+21,020
423
$647K 0.02%
+29,338
424
$644K 0.02%
+1,222
425
$644K 0.02%
+5,320
15 16
17
18 19