Truist Financial Portfolio holdings
AUM
$68.2B
1-Year Return
17.56%
This Quarter Return
+1.72%
1 Year Return
+17.56%
3 Year Return
+61.5%
5 Year Return
+107.27%
10 Year Return
+214.27%
AUM
$2.68B
AUM Growth
–
Cap. Flow
+$2.68B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
18.9%
Holding
733
New
733
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Truist Financial
TFC
|
$151M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$55.5M |
| 3 |
Exxon Mobil
XOM
|
$52.7M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$44.2M |
| 5 |
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% |
