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
2051
$347K ﹤0.01%
9,583
-1,103
2052
$346K ﹤0.01%
4,457
-85
2053
$345K ﹤0.01%
9,526
2054
$345K ﹤0.01%
33,468
+9,277
2055
$345K ﹤0.01%
2,962
+181
2056
$344K ﹤0.01%
30,700
-55,028
2057
$344K ﹤0.01%
8,259
2058
$343K ﹤0.01%
+16,576
2059
$341K ﹤0.01%
+6,054
2060
$341K ﹤0.01%
11,499
-123
2061
$341K ﹤0.01%
14,051
-3,709
2062
$340K ﹤0.01%
22,288
2063
$340K ﹤0.01%
13,348
-278
2064
$340K ﹤0.01%
2,445
-194
2065
$339K ﹤0.01%
7,770
+7
2066
$338K ﹤0.01%
5,671
-14
2067
$338K ﹤0.01%
1,851
-5,167
2068
$338K ﹤0.01%
250,000
2069
$336K ﹤0.01%
5,986
+24
2070
$334K ﹤0.01%
15,586
+4,784
2071
$334K ﹤0.01%
4,511
-144
2072
$333K ﹤0.01%
5,726
+247
2073
$331K ﹤0.01%
8,942
+109
2074
$330K ﹤0.01%
3,292
-750
2075
$329K ﹤0.01%
23,532
+3,200
81 82
83
84 85