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
1751
$608K ﹤0.01%
19,364
-402
1752
$607K ﹤0.01%
9,862
-187
1753
$606K ﹤0.01%
6,871
+91
1754
$604K ﹤0.01%
12,554
-1,569
1755
$603K ﹤0.01%
6,664
+1,905
1756
$603K ﹤0.01%
12,836
+2,694
1757
$602K ﹤0.01%
24,160
+2,147
1758
$601K ﹤0.01%
11,533
+1,979
1759
$598K ﹤0.01%
28,072
+11,906
1760
$598K ﹤0.01%
22,778
+523
1761
$598K ﹤0.01%
22,852
-28,478
1762
$598K ﹤0.01%
16,432
-10,645
1763
$598K ﹤0.01%
19,228
+37
1764
$597K ﹤0.01%
88,889
+5,518
1765
$597K ﹤0.01%
29,248
+2,348
1766
$594K ﹤0.01%
13,722
+1,705
1767
$589K ﹤0.01%
28,545
+899
1768
$587K ﹤0.01%
14,664
-3,434
1769
$586K ﹤0.01%
39,689
+8,346
1770
$584K ﹤0.01%
+15,881
1771
$584K ﹤0.01%
+40,484
1772
$582K ﹤0.01%
40,799
-9,768
1773
$581K ﹤0.01%
16,285
-1,045
1774
$580K ﹤0.01%
5,224
-1,781
1775
$580K ﹤0.01%
6,909
-2,014
69 70
71
72 73