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
2176
$273K ﹤0.01%
3,955
+267
2177
$273K ﹤0.01%
3,846
+654
2178
$272K ﹤0.01%
2,614
+9
2179
$270K ﹤0.01%
+7,645
2180
$270K ﹤0.01%
+34,062
2181
$270K ﹤0.01%
7,196
-327
2182
$267K ﹤0.01%
+5,379
2183
$266K ﹤0.01%
7,636
-2,870
2184
$266K ﹤0.01%
6,024
+341
2185
$266K ﹤0.01%
7,233
+384
2186
$266K ﹤0.01%
3,006
-142
2187
$266K ﹤0.01%
+5,260
2188
$265K ﹤0.01%
12,218
-1,401
2189
$265K ﹤0.01%
5,862
+209
2190
$264K ﹤0.01%
29,374
+3,796
2191
$264K ﹤0.01%
6,500
2192
$262K ﹤0.01%
13,625
-23,733
2193
$262K ﹤0.01%
14,716
+3,294
2194
$262K ﹤0.01%
12,105
+1,430
2195
$261K ﹤0.01%
+6,358
2196
$261K ﹤0.01%
9,233
-11,070
2197
$260K ﹤0.01%
91,685
+1,039
2198
$260K ﹤0.01%
4,484
-1,270
2199
$260K ﹤0.01%
12,689
+1,922
2200
$260K ﹤0.01%
18,119
+5,991
86 87
88
89 90