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
1651
$742K ﹤0.01%
8,880
-455
1652
$739K ﹤0.01%
14,711
+674
1653
$738K ﹤0.01%
85,809
+4,411
1654
$736K ﹤0.01%
11,219
-1,686
1655
$736K ﹤0.01%
+38,760
1656
$734K ﹤0.01%
6,993
-483
1657
$733K ﹤0.01%
19,253
-3,196
1658
$733K ﹤0.01%
12,112
+38
1659
$733K ﹤0.01%
22,078
+2,489
1660
$732K ﹤0.01%
30,235
+638
1661
$731K ﹤0.01%
23,492
+8,953
1662
$731K ﹤0.01%
14,431
+3,018
1663
$728K ﹤0.01%
17,346
+52
1664
$728K ﹤0.01%
29,031
+20,755
1665
$725K ﹤0.01%
21,881
-20
1666
$720K ﹤0.01%
6,183
+2,672
1667
$719K ﹤0.01%
17,578
+401
1668
$717K ﹤0.01%
3,852
-761
1669
$714K ﹤0.01%
24,096
-27,843
1670
$714K ﹤0.01%
5,442
-507
1671
$713K ﹤0.01%
+27,650
1672
$712K ﹤0.01%
8,440
-1,378
1673
$711K ﹤0.01%
12,244
-2,944
1674
$710K ﹤0.01%
11,174
+1,601
1675
$710K ﹤0.01%
13,126
+1,477
65 66
67
68 69