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
501
$450K 0.02%
+120,390
502
$449K 0.02%
+5,399
503
$447K 0.02%
+9,308
504
$445K 0.02%
+9,750
505
$444K 0.02%
+11,390
506
$442K 0.02%
+8,774
507
$440K 0.02%
+14,084
508
$438K 0.02%
+9,024
509
$436K 0.02%
+5,627
510
$434K 0.02%
+17,475
511
$433K 0.02%
+12,518
512
$429K 0.02%
+15,020
513
$425K 0.02%
+5,309
514
$418K 0.02%
+20,615
515
$413K 0.02%
+6,781
516
$412K 0.02%
+13,339
517
$409K 0.02%
+12,473
518
$407K 0.02%
+12,371
519
$405K 0.02%
+17,357
520
$404K 0.02%
+6,484
521
$403K 0.02%
+3,223
522
$403K 0.02%
+6,700
523
$401K 0.01%
+25,427
524
$400K 0.01%
+5,300
525
$400K 0.01%
+13,308
19 20
21
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