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
726
$86K ﹤0.01%
+17,603
727
$67K ﹤0.01%
+1,200
728
$66K ﹤0.01%
+10,560
729
$65K ﹤0.01%
+2,713
730
$44K ﹤0.01%
+1,160
731
$30K ﹤0.01%
+12,010
732
$27K ﹤0.01%
+14,391
733
$13K ﹤0.01%
+100,000