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
526
$400K 0.01%
+15,400
527
$398K 0.01%
+6,158
528
$397K 0.01%
+16,744
529
$395K 0.01%
+13,808
530
$391K 0.01%
+7,019
531
$389K 0.01%
+6,159
532
$385K 0.01%
+11,190
533
$385K 0.01%
+15,268
534
$384K 0.01%
+4,934
535
$383K 0.01%
+8,388
536
$380K 0.01%
+5,340
537
$379K 0.01%
+26,620
538
$378K 0.01%
+85,100
539
$376K 0.01%
+33,260
540
$376K 0.01%
+2,479
541
$375K 0.01%
+4,636
542
$375K 0.01%
+17,465
543
$374K 0.01%
+10,001
544
$374K 0.01%
+7,990
545
$370K 0.01%
+6,004
546
$368K 0.01%
+6,410
547
$368K 0.01%
+13,950
548
$367K 0.01%
+12,735
549
$366K 0.01%
+59,006
550
$363K 0.01%
+13,201
20 21
22
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