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
476
$499K 0.02%
+10,378
477
$497K 0.02%
+8,193
478
$494K 0.02%
+23,436
479
$490K 0.02%
+6,812
480
$490K 0.02%
+13,952
481
$487K 0.02%
+12,260
482
$484K 0.02%
+5,407
483
$484K 0.02%
+9,815
484
$482K 0.02%
+4,320
485
$481K 0.02%
+8,630
486
$480K 0.02%
+7,865
487
$478K 0.02%
+11,472
488
$477K 0.02%
+10,214
489
$476K 0.02%
+14,187
490
$475K 0.02%
+4,151
491
$473K 0.02%
+15,224
492
$473K 0.02%
+14,521
493
$469K 0.02%
+8,847
494
$469K 0.02%
+4,170
495
$464K 0.02%
+18,506
496
$463K 0.02%
+10,145
497
$461K 0.02%
+11,251
498
$459K 0.02%
+40,324
499
$453K 0.02%
+14,402
500
$450K 0.02%
+120,390
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