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
701
$205K 0.01%
+2,101
702
$204K 0.01%
+10,860
703
$203K 0.01%
+16,495
704
$202K 0.01%
+8,200
705
$202K 0.01%
+5,445
706
$202K 0.01%
+5,531
707
$202K 0.01%
+11,310
708
$201K 0.01%
+4,457
709
$187K 0.01%
+11,949
710
$186K 0.01%
+29,680
711
$185K 0.01%
+12,368
712
$178K 0.01%
+60,193
713
$172K 0.01%
+12,529
714
$167K 0.01%
+1,012
715
$162K 0.01%
+40,000
716
$160K 0.01%
+12,678
717
$156K 0.01%
+2,578
718
$152K 0.01%
+19,273
719
$148K 0.01%
+4,420
720
$145K 0.01%
+10,900
721
$141K 0.01%
+15,810
722
$138K 0.01%
+14,602
723
$120K ﹤0.01%
+12,651
724
$101K ﹤0.01%
+7,460
725
$86K ﹤0.01%
+17,603
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