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
626
$266K 0.01%
+3,504
627
$265K 0.01%
+10,021
628
$265K 0.01%
+5,142
629
$264K 0.01%
+14,360
630
$260K 0.01%
+3,833
631
$257K 0.01%
+30,583
632
$256K 0.01%
+4,134
633
$255K 0.01%
+9,810
634
$253K 0.01%
+7,457
635
$253K 0.01%
+6,277
636
$253K 0.01%
+2,209
637
$253K 0.01%
+7,206
638
$253K 0.01%
+3,056
639
$252K 0.01%
+3,615
640
$251K 0.01%
+3,434
641
$251K 0.01%
+3,169
642
$251K 0.01%
+7,693
643
$251K 0.01%
+3,813
644
$250K 0.01%
+14,305
645
$250K 0.01%
+5,837
646
$249K 0.01%
+10,610
647
$249K 0.01%
+15,705
648
$248K 0.01%
+5,905
649
$247K 0.01%
+5,470
650
$245K 0.01%
+11,832
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