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
26
$19.9M 0.74%
+449,768
27
$19.9M 0.74%
+529,057
28
$19.7M 0.73%
+482,426
29
$19.3M 0.72%
+171,505
30
$19.2M 0.72%
+224,838
31
$19.2M 0.72%
+395,796
32
$18.6M 0.69%
+296,631
33
$18.5M 0.69%
+692,796
34
$17.6M 0.66%
+802,236
35
$17.3M 0.64%
+749,225
36
$17.1M 0.64%
+377,990
37
$16.7M 0.62%
+436,791
38
$16.6M 0.62%
+215,616
39
$16.5M 0.62%
+230,797
40
$16.5M 0.62%
+64,328
41
$16.5M 0.61%
+398,203
42
$16.1M 0.6%
+495,000
43
$16.1M 0.6%
+87,867
44
$15.4M 0.58%
+137,894
45
$15.3M 0.57%
+401,271
46
$14.3M 0.53%
+283,961
47
$13.9M 0.52%
+347,016
48
$13.9M 0.52%
+665,034
49
$13.6M 0.51%
+390,845
50
$13.1M 0.49%
+217,090
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