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
676
$216K 0.01%
+4,466
677
$214K 0.01%
+5,220
678
$214K 0.01%
+2,889
679
$214K 0.01%
+4,959
680
$212K 0.01%
+2,524
681
$211K 0.01%
+8,504
682
$210K 0.01%
+4,380
683
$210K 0.01%
+27,130
684
$210K 0.01%
+1,101
685
$210K 0.01%
+11,276
686
$210K 0.01%
+3,204
687
$210K 0.01%
+4,695
688
$210K 0.01%
+2,700
689
$209K 0.01%
+5,960
690
$209K 0.01%
+10,478
691
$208K 0.01%
+9,984
692
$208K 0.01%
+5,164
693
$207K 0.01%
+4,155
694
$207K 0.01%
+820
695
$207K 0.01%
+4,491
696
$207K 0.01%
+5,000
697
$207K 0.01%
+7,218
698
$207K 0.01%
+4,627
699
$206K 0.01%
+9,586
700
$205K 0.01%
+8,700
26 27
28
29 30