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
601
$297K 0.01%
+6,486
602
$296K 0.01%
+31,015
603
$294K 0.01%
+7,757
604
$293K 0.01%
+20,605
605
$292K 0.01%
+3,946
606
$292K 0.01%
+4,443
607
$292K 0.01%
+6,612
608
$292K 0.01%
+4,822
609
$291K 0.01%
+11,155
610
$290K 0.01%
+11,652
611
$289K 0.01%
+19,995
612
$288K 0.01%
+4,560
613
$287K 0.01%
+34,641
614
$284K 0.01%
+7,283
615
$282K 0.01%
+10,714
616
$279K 0.01%
+24,781
617
$279K 0.01%
+3,213
618
$275K 0.01%
+7,970
619
$271K 0.01%
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620
$270K 0.01%
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621
$269K 0.01%
+24,048
622
$269K 0.01%
+8,661
623
$268K 0.01%
+2,773
624
$268K 0.01%
+3,719
625
$267K 0.01%
+8,968
23 24
25
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