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
76
$9M 0.34%
+686,552
77
$8.96M 0.33%
+256,037
78
$8.87M 0.33%
+168,916
79
$8.85M 0.33%
+131,135
80
$8.73M 0.33%
+184,938
81
$8.7M 0.32%
+475,062
82
$8.7M 0.32%
+399,812
83
$8.69M 0.32%
+171,620
84
$8.66M 0.32%
+190,218
85
$8.57M 0.32%
+619,386
86
$8.54M 0.32%
+220,387
87
$8.51M 0.32%
+123,766
88
$8.36M 0.31%
+51,007
89
$8.3M 0.31%
+153,702
90
$8.28M 0.31%
+227,021
91
$8.26M 0.31%
+187,204
92
$8.25M 0.31%
+199,854
93
$8.23M 0.31%
+123,835
94
$7.96M 0.3%
+158,598
95
$7.89M 0.29%
+120,464
96
$7.53M 0.28%
+161,108
97
$7.46M 0.28%
+95,425
98
$7.33M 0.27%
+96,894
99
$7.33M 0.27%
+392,638
100
$7.29M 0.27%
+65,137
2 3
4
5 6