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
701
$205K 0.01%
+4,786
702
$205K 0.01%
+2,101
703
$204K 0.01%
+10,860
704
$203K 0.01%
+16,495
705
$202K 0.01%
+8,200
706
$202K 0.01%
+5,445
707
$202K 0.01%
+5,531
708
$202K 0.01%
+11,310
709
$201K 0.01%
+4,457
710
$187K 0.01%
+11,949
711
$186K 0.01%
+29,680
712
$185K 0.01%
+12,368
713
$178K 0.01%
+60,193
714
$172K 0.01%
+12,529
715
$167K 0.01%
+1,012
716
$162K 0.01%
+40,000
717
$160K 0.01%
+12,678
718
$156K 0.01%
+2,578
719
$152K 0.01%
+19,273
720
$148K 0.01%
+4,420
721
$145K 0.01%
+10,900
722
$141K 0.01%
+15,810
723
$138K 0.01%
+14,602
724
$120K ﹤0.01%
+12,651
725
$101K ﹤0.01%
+7,460
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