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
426
$643K 0.02%
+7,625
427
$642K 0.02%
+85,635
428
$640K 0.02%
+10,610
429
$633K 0.02%
+16,531
430
$630K 0.02%
+7,968
431
$623K 0.02%
+10,880
432
$619K 0.02%
+75,641
433
$599K 0.02%
+15,550
434
$598K 0.02%
+5,495
435
$597K 0.02%
+110,000
436
$594K 0.02%
+21,760
437
$593K 0.02%
+17,575
438
$589K 0.02%
+8,055
439
$587K 0.02%
+9,243
440
$585K 0.02%
+18,396
441
$583K 0.02%
+7,991
442
$580K 0.02%
+9,955
443
$578K 0.02%
+6,789
444
$577K 0.02%
+16,450
445
$574K 0.02%
+5,438
446
$570K 0.02%
+33,234
447
$568K 0.02%
+8,427
448
$567K 0.02%
+61,525
449
$563K 0.02%
+7,935
450
$557K 0.02%
+14,394
16 17
18
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