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
151
$4.72M 0.18%
+132,875
152
$4.68M 0.17%
+50,227
153
$4.66M 0.17%
+76,185
154
$4.62M 0.17%
+50,524
155
$4.58M 0.17%
+62,532
156
$4.56M 0.17%
+463,258
157
$4.51M 0.17%
+68,105
158
$4.5M 0.17%
+78,783
159
$4.44M 0.17%
+76,166
160
$4.42M 0.16%
+108,108
161
$4.41M 0.16%
+53,328
162
$4.32M 0.16%
+126,497
163
$4.27M 0.16%
+158,558
164
$4.26M 0.16%
+144,480
165
$4.23M 0.16%
+115,808
166
$4.19M 0.16%
+105,099
167
$4.18M 0.16%
+168,159
168
$4.14M 0.15%
+66,221
169
$4.09M 0.15%
+64,132
170
$4.08M 0.15%
+81,884
171
$4.06M 0.15%
+254,735
172
$4.04M 0.15%
+36,528
173
$4.02M 0.15%
+312,666
174
$4.01M 0.15%
+19,079
175
$3.96M 0.15%
+71,433
5 6
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