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
501
$449K 0.02%
+5,399
502
$447K 0.02%
+9,308
503
$445K 0.02%
+9,750
504
$444K 0.02%
+11,390
505
$442K 0.02%
+8,774
506
$440K 0.02%
+14,084
507
$438K 0.02%
+9,024
508
$436K 0.02%
+5,627
509
$434K 0.02%
+17,475
510
$433K 0.02%
+12,518
511
$429K 0.02%
+15,020
512
$425K 0.02%
+5,309
513
$418K 0.02%
+20,615
514
$413K 0.02%
+6,781
515
$412K 0.02%
+13,339
516
$409K 0.02%
+12,473
517
$407K 0.02%
+12,371
518
$405K 0.02%
+17,357
519
$404K 0.02%
+6,484
520
$403K 0.02%
+3,223
521
$403K 0.02%
+6,700
522
$401K 0.01%
+25,427
523
$400K 0.01%
+5,300
524
$400K 0.01%
+13,308
525
$400K 0.01%
+23,108
19 20
21
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