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
626
$265K 0.01%
+10,021
627
$265K 0.01%
+5,142
628
$264K 0.01%
+14,360
629
$260K 0.01%
+3,833
630
$257K 0.01%
+30,583
631
$256K 0.01%
+4,134
632
$255K 0.01%
+981
633
$253K 0.01%
+7,457
634
$253K 0.01%
+6,277
635
$253K 0.01%
+2,209
636
$253K 0.01%
+7,206
637
$253K 0.01%
+3,056
638
$252K 0.01%
+3,615
639
$251K 0.01%
+3,434
640
$251K 0.01%
+3,169
641
$251K 0.01%
+7,693
642
$251K 0.01%
+3,813
643
$250K 0.01%
+14,305
644
$250K 0.01%
+5,837
645
$249K 0.01%
+10,610
646
$249K 0.01%
+15,705
647
$248K 0.01%
+5,905
648
$247K 0.01%
+5,470
649
$245K 0.01%
+11,832
650
$243K 0.01%
+7,861
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