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
1601
$843K ﹤0.01%
58,684
-2,000
1602
$843K ﹤0.01%
85,193
-25,123
1603
$836K ﹤0.01%
11,968
-150
1604
$833K ﹤0.01%
26,571
+321
1605
$830K ﹤0.01%
25,535
+13,779
1606
$827K ﹤0.01%
102,151
-28,531
1607
$827K ﹤0.01%
24,918
-3,780
1608
$823K ﹤0.01%
57,503
+11,564
1609
$823K ﹤0.01%
41,201
-12,334
1610
$823K ﹤0.01%
244,806
1611
$821K ﹤0.01%
30,965
+6,775
1612
$818K ﹤0.01%
25,269
+7,303
1613
$818K ﹤0.01%
13,532
-2,325
1614
$818K ﹤0.01%
15,471
-1,313
1615
$815K ﹤0.01%
18,039
+14,555
1616
$814K ﹤0.01%
22,042
+3,873
1617
$811K ﹤0.01%
10,236
+1,617
1618
$809K ﹤0.01%
3,679
+134
1619
$809K ﹤0.01%
40,608
+950
1620
$802K ﹤0.01%
10,328
-9,580
1621
$799K ﹤0.01%
3,632
+1,131
1622
$799K ﹤0.01%
13,863
-16,427
1623
$797K ﹤0.01%
24,920
+8,805
1624
$796K ﹤0.01%
17,248
-356
1625
$796K ﹤0.01%
11,842
+1,565
63 64
65
66 67