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
576
$336K 0.01%
+12,712
577
$335K 0.01%
+10,171
578
$329K 0.01%
+11,465
579
$326K 0.01%
+18,057
580
$325K 0.01%
+14,580
581
$325K 0.01%
+7,254
582
$325K 0.01%
+10,778
583
$321K 0.01%
+50,615
584
$321K 0.01%
+8,550
585
$319K 0.01%
+4,372
586
$317K 0.01%
+10,360
587
$315K 0.01%
+17,024
588
$314K 0.01%
+3,325
589
$313K 0.01%
+14,324
590
$313K 0.01%
+7,787
591
$311K 0.01%
+9,113
592
$310K 0.01%
+19,090
593
$308K 0.01%
+33,945
594
$306K 0.01%
+5,445
595
$305K 0.01%
+3,325
596
$303K 0.01%
+4,804
597
$302K 0.01%
+7,138
598
$298K 0.01%
+15,734
599
$297K 0.01%
+9,630
600
$297K 0.01%
+6,476
22 23
24
25 26