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
1901
$462K ﹤0.01%
11,554
+662
1902
$462K ﹤0.01%
4,111
+261
1903
$461K ﹤0.01%
13,242
1904
$460K ﹤0.01%
3,655
+2,008
1905
$459K ﹤0.01%
+9,576
1906
$458K ﹤0.01%
+4,581
1907
$454K ﹤0.01%
25,110
+109
1908
$453K ﹤0.01%
54,000
1909
$452K ﹤0.01%
30,105
-1,140
1910
$452K ﹤0.01%
8,741
-944
1911
$451K ﹤0.01%
6,981
+483
1912
$451K ﹤0.01%
+20,856
1913
$450K ﹤0.01%
12,963
-108
1914
$449K ﹤0.01%
+15,629
1915
$448K ﹤0.01%
+22,976
1916
$448K ﹤0.01%
590,000
-39,032
1917
$447K ﹤0.01%
22,308
+1,005
1918
$446K ﹤0.01%
+17,731
1919
$444K ﹤0.01%
14,157
-106,169
1920
$443K ﹤0.01%
8,135
-359
1921
$443K ﹤0.01%
31,006
-299
1922
$441K ﹤0.01%
30,616
+9,466
1923
$440K ﹤0.01%
2,607
+1,719
1924
$440K ﹤0.01%
7,156
-623
1925
$440K ﹤0.01%
5,958
-162
75 76
77
78 79