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
176
$3.93M 0.15%
+109,670
177
$3.93M 0.15%
+80,764
178
$3.86M 0.14%
+40,593
179
$3.82M 0.14%
+93,550
180
$3.81M 0.14%
+786,789
181
$3.8M 0.14%
+61,587
182
$3.77M 0.14%
+396,915
183
$3.76M 0.14%
+66,143
184
$3.65M 0.14%
+154,286
185
$3.6M 0.13%
+117,805
186
$3.56M 0.13%
+46,013
187
$3.56M 0.13%
+60,776
188
$3.54M 0.13%
+21
189
$3.51M 0.13%
+71,405
190
$3.45M 0.13%
+33,704
191
$3.42M 0.13%
+491,337
192
$3.39M 0.13%
+65,896
193
$3.39M 0.13%
+263,996
194
$3.38M 0.13%
+44,481
195
$3.36M 0.13%
+55,321
196
$3.36M 0.13%
+174,037
197
$3.36M 0.13%
+138,982
198
$3.35M 0.12%
+107,008
199
$3.35M 0.12%
+165,176
200
$3.33M 0.12%
+309,413
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