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
1576
$880K ﹤0.01%
20,984
1577
$876K ﹤0.01%
19,209
-3,644
1578
$874K ﹤0.01%
44,167
+1,433
1579
$871K ﹤0.01%
9,680
-1,421
1580
$869K ﹤0.01%
36,668
+10,217
1581
$863K ﹤0.01%
9,067
-575
1582
$861K ﹤0.01%
21,777
+4,134
1583
$860K ﹤0.01%
21,930
+1,385
1584
$858K ﹤0.01%
7,149
+1,289
1585
$858K ﹤0.01%
11,526
-862
1586
$857K ﹤0.01%
44,087
-20,461
1587
$857K ﹤0.01%
14,611
-5,394
1588
$856K ﹤0.01%
11,074
+232
1589
$855K ﹤0.01%
49,174
-9,698
1590
$853K ﹤0.01%
8,645
-2,029
1591
$852K ﹤0.01%
4,442
+1,744
1592
$852K ﹤0.01%
18,249
-436
1593
$850K ﹤0.01%
20,680
+4,979
1594
$849K ﹤0.01%
42,170
+26,047
1595
$849K ﹤0.01%
6,276
-578
1596
$848K ﹤0.01%
13,595
+2,040
1597
$846K ﹤0.01%
7,967
-7,545
1598
$846K ﹤0.01%
3,479
-569
1599
$846K ﹤0.01%
15,384
+1,931
1600
$845K ﹤0.01%
80,918
+7,226
62 63
64
65 66