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
551
$362K 0.01%
+58,290
552
$361K 0.01%
+5,541
553
$358K 0.01%
+11,306
554
$357K 0.01%
+4,781
555
$357K 0.01%
+11,386
556
$357K 0.01%
+6,730
557
$357K 0.01%
+7,114
558
$356K 0.01%
+8,982
559
$355K 0.01%
+10,682
560
$354K 0.01%
+20,960
561
$351K 0.01%
+9,630
562
$351K 0.01%
+31,745
563
$350K 0.01%
+17,463
564
$350K 0.01%
+6,325
565
$349K 0.01%
+2,725
566
$349K 0.01%
+8,876
567
$347K 0.01%
+3,283
568
$346K 0.01%
+9,115
569
$346K 0.01%
+3,325
570
$346K 0.01%
+8,140
571
$343K 0.01%
+3,301
572
$342K 0.01%
+2,185
573
$342K 0.01%
+25,319
574
$337K 0.01%
+15,064
575
$336K 0.01%
+12,712
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