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
126
$5.67M 0.21%
+114,025
127
$5.63M 0.21%
+265,948
128
$5.62M 0.21%
+155,152
129
$5.58M 0.21%
+325,800
130
$5.49M 0.2%
+261,556
131
$5.48M 0.2%
+197,394
132
$5.47M 0.2%
+94,448
133
$5.46M 0.2%
+26,560
134
$5.45M 0.2%
+177,414
135
$5.33M 0.2%
+156,346
136
$5.31M 0.2%
+98,750
137
$5.3M 0.2%
+118,644
138
$5.25M 0.2%
+150,741
139
$5.25M 0.2%
+61,078
140
$5.18M 0.19%
+132,251
141
$5.16M 0.19%
+243,124
142
$5.11M 0.19%
+59,827
143
$5.1M 0.19%
+73,546
144
$5.08M 0.19%
+162,178
145
$5.07M 0.19%
+201,629
146
$4.99M 0.19%
+59,528
147
$4.95M 0.18%
+88,664
148
$4.94M 0.18%
+65,345
149
$4.89M 0.18%
+138,766
150
$4.78M 0.18%
+202,382
4 5
6
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