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
1851
$507K ﹤0.01%
5,955
+1,454
1852
$507K ﹤0.01%
+16,219
1853
$506K ﹤0.01%
24,037
+2,647
1854
$506K ﹤0.01%
16,393
+1,083
1855
$505K ﹤0.01%
3,794
+387
1856
$503K ﹤0.01%
4,674
-183
1857
$503K ﹤0.01%
49,770
1858
$501K ﹤0.01%
133,578
+25,714
1859
$499K ﹤0.01%
32,800
-103
1860
$499K ﹤0.01%
21,526
+532
1861
$498K ﹤0.01%
18,749
+3,356
1862
$496K ﹤0.01%
16,869
-90
1863
$495K ﹤0.01%
4,167
-45
1864
$494K ﹤0.01%
21,177
+1,400
1865
$493K ﹤0.01%
14,534
-78
1866
$492K ﹤0.01%
6,759
-216
1867
$492K ﹤0.01%
17,771
1868
$490K ﹤0.01%
5,778
+616
1869
$490K ﹤0.01%
9,618
+283
1870
$489K ﹤0.01%
3,843
+890
1871
$489K ﹤0.01%
56,857
-3,006
1872
$489K ﹤0.01%
8,547
-48
1873
$488K ﹤0.01%
9,391
+247
1874
$488K ﹤0.01%
9,123
+403
1875
$487K ﹤0.01%
3,983
-389
73 74
75
76 77