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
1526
$972K ﹤0.01%
39,782
+11,179
1527
$968K ﹤0.01%
28,516
+9,740
1528
$967K ﹤0.01%
25,777
-28,078
1529
$965K ﹤0.01%
26,070
+18,946
1530
$965K ﹤0.01%
16,100
-430
1531
$957K ﹤0.01%
46,955
-865
1532
$956K ﹤0.01%
78,157
+19,418
1533
$954K ﹤0.01%
26,325
-137
1534
$954K ﹤0.01%
20,760
+576
1535
$952K ﹤0.01%
19,869
-27,979
1536
$951K ﹤0.01%
109,225
-7,482
1537
$951K ﹤0.01%
49,568
-545
1538
$950K ﹤0.01%
20,876
-422
1539
$949K ﹤0.01%
18,570
+443
1540
$949K ﹤0.01%
14,147
+2,448
1541
$945K ﹤0.01%
48,657
+608
1542
$945K ﹤0.01%
13,024
-1,014
1543
$944K ﹤0.01%
33,662
+6,794
1544
$944K ﹤0.01%
34,264
-5
1545
$942K ﹤0.01%
5,762
+1,515
1546
$938K ﹤0.01%
14,160
+3,013
1547
$935K ﹤0.01%
34,035
-2,671
1548
$935K ﹤0.01%
6,224
-260
1549
$935K ﹤0.01%
3,010
-212
1550
$934K ﹤0.01%
33,580
+7,731
60 61
62
63 64