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
2551
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-17,240
2552
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-1,556
2553
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-30,014
2554
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-11,161
2555
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-576
2556
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-2,467
2557
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-3,506
2558
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-10,538
2559
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-16,357
2560
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-14,143
2561
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-2,610
2562
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-4,208
2563
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-5,565
2564
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-13,753
2565
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-5,887
2566
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-10,420
2567
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2568
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-24,515
2569
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2570
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-3,461
2571
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2572
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-3,893
2573
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-35,013
2574
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-6,451
2575
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-5,870
100 101 102
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