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
451
$557K 0.02%
+14,394
452
$553K 0.02%
+7,374
453
$552K 0.02%
+10,713
454
$547K 0.02%
+35,212
455
$544K 0.02%
+32,626
456
$544K 0.02%
+11,057
457
$542K 0.02%
+61,920
458
$539K 0.02%
+13,525
459
$539K 0.02%
+11,035
460
$533K 0.02%
+27,920
461
$532K 0.02%
+6,871
462
$529K 0.02%
+920
463
$521K 0.02%
+56,560
464
$520K 0.02%
+20,110
465
$518K 0.02%
+13,717
466
$513K 0.02%
+13,816
467
$513K 0.02%
+14,614
468
$511K 0.02%
+43,400
469
$509K 0.02%
+15,040
470
$507K 0.02%
+31,663
471
$507K 0.02%
+7,665
472
$503K 0.02%
+15,502
473
$502K 0.02%
+8,555
474
$501K 0.02%
+12,530
475
$501K 0.02%
+9,594
17 18
19
20 21