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
476
$499K 0.02%
+9,583
477
$499K 0.02%
+10,378
478
$497K 0.02%
+8,193
479
$494K 0.02%
+23,436
480
$490K 0.02%
+6,812
481
$490K 0.02%
+13,952
482
$487K 0.02%
+12,260
483
$484K 0.02%
+5,407
484
$484K 0.02%
+9,815
485
$482K 0.02%
+4,320
486
$481K 0.02%
+8,630
487
$480K 0.02%
+7,865
488
$478K 0.02%
+11,472
489
$477K 0.02%
+10,214
490
$476K 0.02%
+14,187
491
$475K 0.02%
+4,151
492
$473K 0.02%
+15,224
493
$473K 0.02%
+14,521
494
$469K 0.02%
+8,847
495
$469K 0.02%
+4,170
496
$464K 0.02%
+18,506
497
$463K 0.02%
+10,145
498
$461K 0.02%
+11,251
499
$459K 0.02%
+40,324
500
$453K 0.02%
+14,402
18 19
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