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
1776
$578K ﹤0.01%
7,973
-190
1777
$576K ﹤0.01%
24,334
+7,337
1778
$574K ﹤0.01%
31,394
+2,336
1779
$573K ﹤0.01%
14,281
+2
1780
$572K ﹤0.01%
24,402
+3,321
1781
$570K ﹤0.01%
31,350
+2,382
1782
$569K ﹤0.01%
52,380
+2,061
1783
$568K ﹤0.01%
28,989
+1,432
1784
$565K ﹤0.01%
8,301
+2,370
1785
$565K ﹤0.01%
17,987
+306
1786
$563K ﹤0.01%
9,957
-856
1787
$563K ﹤0.01%
11,860
-900
1788
$562K ﹤0.01%
152,434
+20,335
1789
$562K ﹤0.01%
+23,686
1790
$560K ﹤0.01%
58,445
+32,702
1791
$559K ﹤0.01%
24,271
-3,149
1792
$558K ﹤0.01%
8,793
-167
1793
$558K ﹤0.01%
20,933
+4,623
1794
$557K ﹤0.01%
12,774
+788
1795
$557K ﹤0.01%
32,426
-47,568
1796
$555K ﹤0.01%
+4,642
1797
$555K ﹤0.01%
7,389
-248
1798
$553K ﹤0.01%
21,035
+5,000
1799
$553K ﹤0.01%
11,413
-13,755
1800
$553K ﹤0.01%
13,347
-19
70 71
72
73 74