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
201
$3.32M 0.12%
+102,341
202
$3.31M 0.12%
+27,442
203
$3.31M 0.12%
+45,320
204
$3.28M 0.12%
+28,556
205
$3.28M 0.12%
+201,826
206
$3.19M 0.12%
+35,401
207
$3.19M 0.12%
+45,014
208
$3.19M 0.12%
+37,816
209
$3.14M 0.12%
+116,777
210
$3.12M 0.12%
+46,520
211
$3.1M 0.12%
+34,169
212
$3.01M 0.11%
+40,277
213
$2.96M 0.11%
+35,837
214
$2.91M 0.11%
+85,752
215
$2.87M 0.11%
+74,986
216
$2.8M 0.1%
+99,209
217
$2.79M 0.1%
+71,163
218
$2.73M 0.1%
+39,390
219
$2.69M 0.1%
+26,555
220
$2.66M 0.1%
+156,689
221
$2.63M 0.1%
+51,048
222
$2.6M 0.1%
+38,275
223
$2.59M 0.1%
+71,603
224
$2.54M 0.09%
+49,351
225
$2.52M 0.09%
+88,462
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