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
601
$296K 0.01%
+31,015
602
$294K 0.01%
+7,757
603
$293K 0.01%
+20,605
604
$292K 0.01%
+4,443
605
$292K 0.01%
+6,612
606
$292K 0.01%
+4,822
607
$292K 0.01%
+3,946
608
$291K 0.01%
+11,155
609
$290K 0.01%
+11,652
610
$289K 0.01%
+19,995
611
$288K 0.01%
+4,560
612
$287K 0.01%
+34,641
613
$284K 0.01%
+7,283
614
$282K 0.01%
+10,714
615
$279K 0.01%
+24,781
616
$279K 0.01%
+3,213
617
$275K 0.01%
+7,970
618
$271K 0.01%
+4,020
619
$270K 0.01%
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620
$269K 0.01%
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621
$269K 0.01%
+8,661
622
$268K 0.01%
+2,773
623
$268K 0.01%
+3,719
624
$267K 0.01%
+8,968
625
$266K 0.01%
+3,504
23 24
25
26 27