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
451
$553K 0.02%
+7,374
452
$552K 0.02%
+10,713
453
$547K 0.02%
+35,212
454
$544K 0.02%
+11,057
455
$544K 0.02%
+32,626
456
$542K 0.02%
+61,920
457
$539K 0.02%
+13,525
458
$539K 0.02%
+11,035
459
$533K 0.02%
+27,920
460
$532K 0.02%
+6,871
461
$529K 0.02%
+920
462
$521K 0.02%
+56,560
463
$520K 0.02%
+20,110
464
$518K 0.02%
+13,717
465
$513K 0.02%
+13,816
466
$513K 0.02%
+14,614
467
$511K 0.02%
+43,400
468
$509K 0.02%
+15,040
469
$507K 0.02%
+31,663
470
$507K 0.02%
+7,665
471
$503K 0.02%
+15,502
472
$502K 0.02%
+8,555
473
$501K 0.02%
+12,530
474
$501K 0.02%
+9,594
475
$499K 0.02%
+9,583
17 18
19
20 21