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
1951
$414K ﹤0.01%
30,866
+5,564
1952
$414K ﹤0.01%
8,366
1953
$412K ﹤0.01%
9,718
+1,599
1954
$411K ﹤0.01%
16,292
-1,813
1955
$411K ﹤0.01%
11,033
+499
1956
$410K ﹤0.01%
4,089
+20
1957
$410K ﹤0.01%
4,328
-839
1958
$409K ﹤0.01%
+4,318
1959
$408K ﹤0.01%
15,123
+1,904
1960
$407K ﹤0.01%
7,259
-56
1961
$407K ﹤0.01%
35,453
1962
$407K ﹤0.01%
35,640
+1,398
1963
$406K ﹤0.01%
25,804
-18,542
1964
$406K ﹤0.01%
2,612
-23
1965
$405K ﹤0.01%
4,032
+825
1966
$405K ﹤0.01%
9,440
-22
1967
$405K ﹤0.01%
5,483
-205
1968
$405K ﹤0.01%
53,250
1969
$404K ﹤0.01%
3,630
-122
1970
$404K ﹤0.01%
15,584
-3,504
1971
$403K ﹤0.01%
22,095
+2,957
1972
$402K ﹤0.01%
14,299
-129
1973
$402K ﹤0.01%
2,627
-779
1974
$401K ﹤0.01%
16,964
1975
$400K ﹤0.01%
23,870
+550
77 78
79
80 81