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
1551
$926K ﹤0.01%
9,555
-4,032
1552
$924K ﹤0.01%
9,662
-2,706
1553
$921K ﹤0.01%
20,831
+1,430
1554
$918K ﹤0.01%
113,045
+12,386
1555
$917K ﹤0.01%
49,123
+350
1556
$916K ﹤0.01%
23,892
+3,123
1557
$910K ﹤0.01%
19,762
-7,351
1558
$908K ﹤0.01%
46,977
+800
1559
$907K ﹤0.01%
22,155
+542
1560
$906K ﹤0.01%
72,939
-4,509
1561
$903K ﹤0.01%
26,919
-126
1562
$898K ﹤0.01%
22,059
-4,146
1563
$897K ﹤0.01%
12,164
-258
1564
$897K ﹤0.01%
11,850
-57
1565
$896K ﹤0.01%
8,923
+861
1566
$894K ﹤0.01%
+28,223
1567
$893K ﹤0.01%
14,364
+1,271
1568
$892K ﹤0.01%
1,942
-6,372
1569
$888K ﹤0.01%
20,055
+6,023
1570
$885K ﹤0.01%
7,506
+4,814
1571
$884K ﹤0.01%
44,730
-5,176
1572
$884K ﹤0.01%
29,779
-11,250
1573
$883K ﹤0.01%
21,703
-4,091
1574
$881K ﹤0.01%
45,102
-1,224
1575
$880K ﹤0.01%
64,581
-25,240
61 62
63
64 65