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
2101
$315K ﹤0.01%
5,420
+813
2102
$315K ﹤0.01%
3,156
-579
2103
$315K ﹤0.01%
1,542
-73
2104
$314K ﹤0.01%
14,813
2105
$313K ﹤0.01%
9,533
+309
2106
$313K ﹤0.01%
12,741
-2,420
2107
$312K ﹤0.01%
+14,898
2108
$312K ﹤0.01%
8,646
-93
2109
$312K ﹤0.01%
1,794
-130
2110
$312K ﹤0.01%
3,228
-207
2111
$311K ﹤0.01%
7,087
-14,062
2112
$311K ﹤0.01%
4,953
-2,932
2113
$311K ﹤0.01%
3,420
-498
2114
$310K ﹤0.01%
10,000
2115
$309K ﹤0.01%
6,129
2116
$308K ﹤0.01%
5,127
+1,501
2117
$306K ﹤0.01%
+2,678
2118
$306K ﹤0.01%
+7,546
2119
$305K ﹤0.01%
3,051
-85
2120
$304K ﹤0.01%
5,377
-3,458
2121
$304K ﹤0.01%
9,322
+152
2122
$304K ﹤0.01%
17,985
+81
2123
$303K ﹤0.01%
4,431
+721
2124
$303K ﹤0.01%
3,621
+50
2125
$303K ﹤0.01%
29,885
+310
83 84
85
86 87