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
1801
$552K ﹤0.01%
24,632
+3,070
1802
$550K ﹤0.01%
33,715
+1,712
1803
$548K ﹤0.01%
3,998
-1,116
1804
$548K ﹤0.01%
4,596
-447
1805
$547K ﹤0.01%
38,629
+12,489
1806
$547K ﹤0.01%
10,320
+348
1807
$546K ﹤0.01%
15,809
+3,389
1808
$546K ﹤0.01%
38,066
-1,912
1809
$545K ﹤0.01%
14,472
+2,442
1810
$545K ﹤0.01%
13,471
-2,200
1811
$543K ﹤0.01%
+6,270
1812
$543K ﹤0.01%
62,619
-40,307
1813
$542K ﹤0.01%
37,047
+582
1814
$542K ﹤0.01%
41,276
-97
1815
$541K ﹤0.01%
+20,407
1816
$540K ﹤0.01%
20,865
-510
1817
$540K ﹤0.01%
14,332
-1,023
1818
$539K ﹤0.01%
28,218
-3,653
1819
$538K ﹤0.01%
18,190
-1,785
1820
$538K ﹤0.01%
16,829
+161
1821
$537K ﹤0.01%
13,707
-2,254
1822
$537K ﹤0.01%
21,200
-220
1823
$536K ﹤0.01%
17,104
+579
1824
$536K ﹤0.01%
11,604
-79
1825
$533K ﹤0.01%
3,198
-187
71 72
73
74 75