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
1676
$709K ﹤0.01%
13,297
-563
1677
$708K ﹤0.01%
11,058
-303
1678
$704K ﹤0.01%
54,854
-2,353
1679
$703K ﹤0.01%
43,366
-6,352
1680
$702K ﹤0.01%
11,726
+4,927
1681
$701K ﹤0.01%
25,076
-429
1682
$701K ﹤0.01%
10,082
+42
1683
$695K ﹤0.01%
33,716
+1,077
1684
$695K ﹤0.01%
13,574
+3,247
1685
$694K ﹤0.01%
9,047
-25,220
1686
$694K ﹤0.01%
23,302
+32
1687
$694K ﹤0.01%
9,697
-1,638
1688
$691K ﹤0.01%
16,554
+1,031
1689
$688K ﹤0.01%
61,068
+7,687
1690
$688K ﹤0.01%
25,536
+675
1691
$686K ﹤0.01%
41,520
-577
1692
$685K ﹤0.01%
14,013
-2,693
1693
$684K ﹤0.01%
5,412
-438
1694
$683K ﹤0.01%
23,449
+39
1695
$681K ﹤0.01%
10,132
+554
1696
$680K ﹤0.01%
23,878
-625
1697
$680K ﹤0.01%
+12,762
1698
$679K ﹤0.01%
54,572
-5,650
1699
$678K ﹤0.01%
2,349
+950
1700
$676K ﹤0.01%
5,252
-14
66 67
68
69 70