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
651
$243K 0.01%
+7,861
652
$242K 0.01%
+3,355
653
$241K 0.01%
+5,920
654
$240K 0.01%
+59,942
655
$239K 0.01%
+12,815
656
$237K 0.01%
+6,685
657
$237K 0.01%
+3,580
658
$237K 0.01%
+7,165
659
$237K 0.01%
+6,705
660
$231K 0.01%
+4,782
661
$231K 0.01%
+9,858
662
$230K 0.01%
+5,063
663
$229K 0.01%
+7,000
664
$228K 0.01%
+3,402
665
$225K 0.01%
+4,920
666
$224K 0.01%
+5,588
667
$223K 0.01%
+21,580
668
$222K 0.01%
+2,739
669
$221K 0.01%
+4,350
670
$221K 0.01%
+12,794
671
$221K 0.01%
+54,110
672
$219K 0.01%
+10,720
673
$219K 0.01%
+6,993
674
$218K 0.01%
+3,626
675
$217K 0.01%
+8,316
25 26
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