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
1926
$436K ﹤0.01%
43,719
+10,015
1927
$434K ﹤0.01%
11,485
-770
1928
$434K ﹤0.01%
3,430
+522
1929
$433K ﹤0.01%
8,142
-10
1930
$433K ﹤0.01%
16,835
-69
1931
$433K ﹤0.01%
4,051
-131
1932
$431K ﹤0.01%
9,221
+4,821
1933
$431K ﹤0.01%
14,222
-7
1934
$431K ﹤0.01%
+8,392
1935
$430K ﹤0.01%
+10,097
1936
$430K ﹤0.01%
45,395
-4,979
1937
$430K ﹤0.01%
8,663
-921
1938
$429K ﹤0.01%
18,055
-1,432
1939
$428K ﹤0.01%
5,321
-16
1940
$427K ﹤0.01%
12,306
-10,610
1941
$427K ﹤0.01%
12,993
+63
1942
$423K ﹤0.01%
9,365
+1,407
1943
$423K ﹤0.01%
7,551
-164
1944
$423K ﹤0.01%
9,589
+406
1945
$422K ﹤0.01%
19,553
1946
$421K ﹤0.01%
14,128
-68,347
1947
$420K ﹤0.01%
+11,624
1948
$419K ﹤0.01%
2,151
+91
1949
$418K ﹤0.01%
14,989
-2,548
1950
$415K ﹤0.01%
6,190
-9
76 77
78
79 80