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
1726
$638K ﹤0.01%
14,319
-2,785
1727
$634K ﹤0.01%
31,965
+5,521
1728
$632K ﹤0.01%
16,009
+5,181
1729
$631K ﹤0.01%
11,103
+1,619
1730
$631K ﹤0.01%
10,824
-245
1731
$630K ﹤0.01%
6,801
-1,100
1732
$629K ﹤0.01%
14,778
+2,050
1733
$627K ﹤0.01%
4,538
-154
1734
$627K ﹤0.01%
8,018
-450
1735
$626K ﹤0.01%
16,723
+505
1736
$625K ﹤0.01%
8,852
-2,394
1737
$624K ﹤0.01%
52,219
+27,608
1738
$623K ﹤0.01%
2,553
-109
1739
$622K ﹤0.01%
3,793
-93
1740
$622K ﹤0.01%
38,967
+24,718
1741
$620K ﹤0.01%
13,255
+883
1742
$619K ﹤0.01%
32,236
-886
1743
$618K ﹤0.01%
8,639
-902
1744
$616K ﹤0.01%
38,376
-5,478
1745
$616K ﹤0.01%
6,314
+65
1746
$616K ﹤0.01%
56,457
+41
1747
$614K ﹤0.01%
16,867
+4,430
1748
$613K ﹤0.01%
19,008
+3,291
1749
$609K ﹤0.01%
6,835
+677
1750
$609K ﹤0.01%
28,667
+1,953
68 69
70
71 72