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
2126
$302K ﹤0.01%
2,332
-69
2127
$301K ﹤0.01%
3,054
-4,316
2128
$300K ﹤0.01%
38,660
-8,783
2129
$298K ﹤0.01%
6,677
-3,557
2130
$298K ﹤0.01%
27,832
2131
$296K ﹤0.01%
+12,526
2132
$296K ﹤0.01%
35,298
+1,579
2133
$296K ﹤0.01%
6,274
-1,331
2134
$295K ﹤0.01%
18,675
+1,491
2135
$294K ﹤0.01%
6,067
+478
2136
$293K ﹤0.01%
43,740
+2,140
2137
$293K ﹤0.01%
21,180
-4,940
2138
$292K ﹤0.01%
14,453
2139
$291K ﹤0.01%
50,000
2140
$290K ﹤0.01%
+28,979
2141
$290K ﹤0.01%
26,240
2142
$290K ﹤0.01%
6,885
+1,438
2143
$289K ﹤0.01%
19,254
-3,185
2144
$289K ﹤0.01%
21,820
+9,044
2145
$287K ﹤0.01%
15,813
-3,490
2146
$287K ﹤0.01%
72,159
2147
$287K ﹤0.01%
+5,877
2148
$286K ﹤0.01%
10,000
-1,800
2149
$285K ﹤0.01%
+12,013
2150
$284K ﹤0.01%
6,178
+744
84 85
86
87 88