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
2001
$382K ﹤0.01%
8,730
+1,848
2002
$381K ﹤0.01%
2,193
+168
2003
$381K ﹤0.01%
2,270
-429
2004
$380K ﹤0.01%
16,945
+30
2005
$380K ﹤0.01%
7,802
-243
2006
$378K ﹤0.01%
4,388
-6
2007
$378K ﹤0.01%
19,923
-38,644
2008
$377K ﹤0.01%
27,627
2009
$376K ﹤0.01%
+7,794
2010
$375K ﹤0.01%
17,883
-37,056
2011
$375K ﹤0.01%
3,890
+717
2012
$374K ﹤0.01%
1,425
+181
2013
$374K ﹤0.01%
9,564
+272
2014
$374K ﹤0.01%
15,479
-4,261
2015
$373K ﹤0.01%
19,819
-1,579
2016
$372K ﹤0.01%
24,060
-301
2017
$372K ﹤0.01%
3,091
+272
2018
$371K ﹤0.01%
5,272
-34
2019
$371K ﹤0.01%
15,105
-4,765
2020
$370K ﹤0.01%
32,135
-2,207
2021
$370K ﹤0.01%
17,204
-10,949
2022
$370K ﹤0.01%
29,423
+945
2023
$369K ﹤0.01%
14,637
-2,978
2024
$369K ﹤0.01%
15,600
+204
2025
$367K ﹤0.01%
+11,108
79 80
81
82 83