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
$62.3B
AUM Growth
-$1.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,672
New
Increased
Reduced
Closed

Top Buys

1
+$152M
2
+$99.7M
3
+$87M
4
WFC icon
Wells Fargo
WFC
+$82.8M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$64.7M

Top Sells

1
+$159M
2
+$109M
3
+$103M
4
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$99.2M
5
ADI icon
Analog Devices
ADI
+$92.9M

Sector Composition

1 Technology 12.59%
2 Financials 8.32%
3 Healthcare 6.05%
4 Consumer Staples 5.23%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
– –
-2,772
2527
– –
-3,390
2528
– –
-14,000
2529
– –
-14,144
2530
– –
-4,167
2531
– –
-5,576
2532
– –
-11,870
2533
– –
-20,011
2534
– –
-19,500
2535
– –
-45,253
2536
– –
-6,027
2537
– –
-31,707
2538
– –
-5,493
2539
– –
-3,590
2540
– –
-5,275
2541
– –
-13,138
2542
– –
-10,000
2543
– –
-10,190
2544
– –
-1,123
2545
– –
-9,248
2546
– –
-11,153
2547
– –
-66,020
2548
– –
-12,265
2549
– –
-24,420
2550
– –
-4,211
100 101
102
103 104