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
426
$644K 0.02%
+5,320
427
$643K 0.02%
+7,625
428
$642K 0.02%
+85,635
429
$640K 0.02%
+10,610
430
$633K 0.02%
+16,531
431
$630K 0.02%
+7,968
432
$623K 0.02%
+10,880
433
$619K 0.02%
+75,641
434
$599K 0.02%
+15,550
435
$598K 0.02%
+5,495
436
$597K 0.02%
+110,000
437
$594K 0.02%
+21,760
438
$593K 0.02%
+17,575
439
$589K 0.02%
+8,055
440
$587K 0.02%
+9,243
441
$585K 0.02%
+18,396
442
$583K 0.02%
+7,991
443
$580K 0.02%
+9,955
444
$578K 0.02%
+6,789
445
$577K 0.02%
+16,450
446
$574K 0.02%
+5,438
447
$570K 0.02%
+33,234
448
$568K 0.02%
+8,427
449
$567K 0.02%
+61,525
450
$563K 0.02%
+7,935
16 17
18
19 20