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
2151
$284K ﹤0.01%
6,718
+97
2152
$284K ﹤0.01%
5,570
-56
2153
$283K ﹤0.01%
5,668
+16
2154
$283K ﹤0.01%
17,496
2155
$283K ﹤0.01%
+9,304
2156
$282K ﹤0.01%
17,618
+5,776
2157
$282K ﹤0.01%
5,023
-428
2158
$281K ﹤0.01%
7,277
-2,196
2159
$281K ﹤0.01%
+6,358
2160
$280K ﹤0.01%
22,810
+236
2161
$280K ﹤0.01%
11,456
-465
2162
$280K ﹤0.01%
16,368
2163
$279K ﹤0.01%
8,878
+2,758
2164
$279K ﹤0.01%
9,506
+454
2165
$279K ﹤0.01%
30,424
-228
2166
$279K ﹤0.01%
+10,203
2167
$278K ﹤0.01%
31,680
+14,685
2168
$276K ﹤0.01%
18,552
-1,316
2169
$275K ﹤0.01%
9,032
+558
2170
$275K ﹤0.01%
5,984
-1,166
2171
$275K ﹤0.01%
3,995
+388
2172
$274K ﹤0.01%
23,971
-2,936
2173
$273K ﹤0.01%
10,466
-61
2174
$273K ﹤0.01%
2,416
-986
2175
$273K ﹤0.01%
2,968
-547
85 86
87
88 89