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
526
$400K 0.01%
+23,108
527
$400K 0.01%
+15,400
528
$398K 0.01%
+6,158
529
$397K 0.01%
+16,744
530
$395K 0.01%
+13,808
531
$391K 0.01%
+7,019
532
$389K 0.01%
+6,159
533
$385K 0.01%
+15,268
534
$385K 0.01%
+11,190
535
$384K 0.01%
+4,934
536
$383K 0.01%
+8,388
537
$380K 0.01%
+5,340
538
$379K 0.01%
+26,620
539
$378K 0.01%
+85,100
540
$376K 0.01%
+33,260
541
$376K 0.01%
+2,479
542
$375K 0.01%
+4,636
543
$375K 0.01%
+17,465
544
$374K 0.01%
+10,001
545
$374K 0.01%
+7,990
546
$370K 0.01%
+6,004
547
$368K 0.01%
+6,410
548
$368K 0.01%
+13,950
549
$367K 0.01%
+12,735
550
$366K 0.01%
+59,006
20 21
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