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
576
$335K 0.01%
+10,171
577
$329K 0.01%
+11,465
578
$326K 0.01%
+18,057
579
$325K 0.01%
+7,254
580
$325K 0.01%
+10,778
581
$325K 0.01%
+14,580
582
$321K 0.01%
+50,615
583
$321K 0.01%
+8,550
584
$319K 0.01%
+4,372
585
$317K 0.01%
+20,720
586
$315K 0.01%
+17,024
587
$314K 0.01%
+3,325
588
$313K 0.01%
+14,324
589
$313K 0.01%
+7,787
590
$311K 0.01%
+9,113
591
$310K 0.01%
+19,090
592
$308K 0.01%
+33,945
593
$306K 0.01%
+5,445
594
$305K 0.01%
+3,325
595
$303K 0.01%
+4,804
596
$302K 0.01%
+7,138
597
$298K 0.01%
+15,734
598
$297K 0.01%
+9,630
599
$297K 0.01%
+6,476
600
$297K 0.01%
+6,486
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