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
51
$13.1M 0.49%
+109,658
52
$12.7M 0.47%
+711,810
53
$12.6M 0.47%
+300,108
54
$12.4M 0.46%
+125,857
55
$12.4M 0.46%
+143,241
56
$12.4M 0.46%
+255,620
57
$12.2M 0.45%
+145,382
58
$12M 0.45%
+310,154
59
$11.7M 0.44%
+480,384
60
$11.5M 0.43%
+181,776
61
$11.3M 0.42%
+251,741
62
$10.8M 0.4%
+131,404
63
$10.7M 0.4%
+315,596
64
$10.5M 0.39%
+175,900
65
$10.4M 0.39%
+748,880
66
$10.4M 0.39%
+354,508
67
$10.4M 0.39%
+202,423
68
$9.91M 0.37%
+128,436
69
$9.83M 0.37%
+186,258
70
$9.69M 0.36%
+179,940
71
$9.52M 0.35%
+295,456
72
$9.47M 0.35%
+148,006
73
$9.34M 0.35%
+88,880
74
$9.3M 0.35%
+95,855
75
$9.29M 0.35%
+127,588
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3
4 5