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
1876
$485K ﹤0.01%
+29,653
1877
$483K ﹤0.01%
14,353
+1,869
1878
$483K ﹤0.01%
21,817
1879
$482K ﹤0.01%
16,784
-59
1880
$482K ﹤0.01%
6,151
+564
1881
$481K ﹤0.01%
8,991
-19,795
1882
$481K ﹤0.01%
17,952
-3,963
1883
$480K ﹤0.01%
5,297
+2,565
1884
$479K ﹤0.01%
6,476
+217
1885
$478K ﹤0.01%
+20,004
1886
$476K ﹤0.01%
6,945
+170
1887
$474K ﹤0.01%
5,129
-535
1888
$473K ﹤0.01%
4,419
+187
1889
$472K ﹤0.01%
19,212
+593
1890
$472K ﹤0.01%
8,831
+3,568
1891
$471K ﹤0.01%
9,810
1892
$471K ﹤0.01%
9,630
-160
1893
$470K ﹤0.01%
13,421
-7,945
1894
$469K ﹤0.01%
22,236
-1,453
1895
$467K ﹤0.01%
8,909
-1,690
1896
$466K ﹤0.01%
200,000
1897
$465K ﹤0.01%
27,000
1898
$465K ﹤0.01%
12,872
+2,568
1899
$464K ﹤0.01%
16,202
+883
1900
$464K ﹤0.01%
23,247
-3,981
74 75
76
77 78