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
551
$363K 0.01%
+13,201
552
$362K 0.01%
+58,290
553
$361K 0.01%
+5,541
554
$358K 0.01%
+11,306
555
$357K 0.01%
+6,730
556
$357K 0.01%
+7,114
557
$357K 0.01%
+4,781
558
$357K 0.01%
+11,386
559
$356K 0.01%
+8,982
560
$355K 0.01%
+10,682
561
$354K 0.01%
+20,960
562
$351K 0.01%
+9,630
563
$351K 0.01%
+31,745
564
$350K 0.01%
+17,463
565
$350K 0.01%
+6,325
566
$349K 0.01%
+2,725
567
$349K 0.01%
+8,876
568
$347K 0.01%
+3,283
569
$346K 0.01%
+9,115
570
$346K 0.01%
+3,325
571
$346K 0.01%
+8,140
572
$343K 0.01%
+3,301
573
$342K 0.01%
+2,185
574
$342K 0.01%
+25,319
575
$337K 0.01%
+15,064
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