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
676
$214K 0.01%
+5,220
677
$214K 0.01%
+2,889
678
$214K 0.01%
+4,959
679
$212K 0.01%
+2,524
680
$211K 0.01%
+8,504
681
$210K 0.01%
+1,101
682
$210K 0.01%
+11,276
683
$210K 0.01%
+3,204
684
$210K 0.01%
+4,695
685
$210K 0.01%
+2,700
686
$210K 0.01%
+4,380
687
$210K 0.01%
+27,130
688
$209K 0.01%
+5,960
689
$209K 0.01%
+10,478
690
$208K 0.01%
+9,984
691
$208K 0.01%
+5,164
692
$207K 0.01%
+4,627
693
$207K 0.01%
+4,155
694
$207K 0.01%
+820
695
$207K 0.01%
+5,000
696
$207K 0.01%
+7,218
697
$207K 0.01%
+4,491
698
$206K 0.01%
+9,586
699
$205K 0.01%
+8,700
700
$205K 0.01%
+4,786
26 27
28
29 30