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
726
$67K ﹤0.01%
+1,200
727
$66K ﹤0.01%
+10,560
728
$65K ﹤0.01%
+2,713
729
$44K ﹤0.01%
+1,160
730
$30K ﹤0.01%
+12,010
731
$27K ﹤0.01%
+14,391
732
$13K ﹤0.01%
+100,000