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
651
$242K 0.01%
+3,355
652
$241K 0.01%
+5,920
653
$240K 0.01%
+59,942
654
$239K 0.01%
+12,815
655
$237K 0.01%
+6,685
656
$237K 0.01%
+3,580
657
$237K 0.01%
+7,165
658
$237K 0.01%
+6,705
659
$231K 0.01%
+4,782
660
$231K 0.01%
+9,858
661
$230K 0.01%
+5,063
662
$229K 0.01%
+7,000
663
$228K 0.01%
+3,402
664
$225K 0.01%
+4,920
665
$224K 0.01%
+5,588
666
$223K 0.01%
+21,580
667
$222K 0.01%
+2,739
668
$221K 0.01%
+4,350
669
$221K 0.01%
+12,794
670
$221K 0.01%
+54,110
671
$219K 0.01%
+10,720
672
$219K 0.01%
+6,993
673
$218K 0.01%
+3,626
674
$217K 0.01%
+8,316
675
$216K 0.01%
+4,466
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