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
1976
$400K ﹤0.01%
6,460
+335
1977
$397K ﹤0.01%
5,784
-247
1978
$397K ﹤0.01%
+12,939
1979
$396K ﹤0.01%
52,128
+39,253
1980
$395K ﹤0.01%
21,722
-6,636
1981
$395K ﹤0.01%
+18,021
1982
$394K ﹤0.01%
18,667
-8,575
1983
$393K ﹤0.01%
2,506
+227
1984
$392K ﹤0.01%
10,111
-527
1985
$391K ﹤0.01%
1,262
+385
1986
$391K ﹤0.01%
12,348
-500
1987
$391K ﹤0.01%
21,477
+15
1988
$389K ﹤0.01%
7,225
+243
1989
$389K ﹤0.01%
6,481
+1,464
1990
$389K ﹤0.01%
4,257
-520
1991
$388K ﹤0.01%
8,838
-743
1992
$385K ﹤0.01%
9,860
-55
1993
$385K ﹤0.01%
32,190
+2,133
1994
$385K ﹤0.01%
6,589
+213
1995
$384K ﹤0.01%
4,691
+182
1996
$384K ﹤0.01%
10,602
+2,254
1997
$383K ﹤0.01%
4,822
+72
1998
$383K ﹤0.01%
5,332
-8,523
1999
$382K ﹤0.01%
9,754
+60
2000
$382K ﹤0.01%
+11,055
78 79
80
81 82