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
101
$7.24M 0.27%
+147,305
102
$7.09M 0.26%
+266,829
103
$7.08M 0.26%
+104,650
104
$7.04M 0.26%
+61,960
105
$7.03M 0.26%
+246,390
106
$6.98M 0.26%
+291,995
107
$6.82M 0.25%
+110,383
108
$6.8M 0.25%
+159,920
109
$6.79M 0.25%
+168,466
110
$6.79M 0.25%
+111,171
111
$6.7M 0.25%
+230,602
112
$6.64M 0.25%
+116,243
113
$6.52M 0.24%
+7,889
114
$6.43M 0.24%
+104,341
115
$6.33M 0.24%
+193,214
116
$6.33M 0.24%
+408,847
117
$6.29M 0.23%
+150,765
118
$6.29M 0.23%
+63,785
119
$6.27M 0.23%
+128,846
120
$6.27M 0.23%
+183,773
121
$6.02M 0.22%
+63,294
122
$5.91M 0.22%
+121,956
123
$5.89M 0.22%
+36,633
124
$5.74M 0.21%
+175,356
125
$5.74M 0.21%
+87,122
3 4
5
6 7