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
2201
$259K ﹤0.01%
5,861
-558
2202
$259K ﹤0.01%
3,361
+16
2203
$259K ﹤0.01%
3,389
-528
2204
$259K ﹤0.01%
10,111
-195
2205
$259K ﹤0.01%
8,071
+2,369
2206
$258K ﹤0.01%
5,455
+1,921
2207
$258K ﹤0.01%
4,603
+514
2208
$258K ﹤0.01%
8,712
+117
2209
$258K ﹤0.01%
5,438
+71
2210
$258K ﹤0.01%
11,429
+335
2211
$258K ﹤0.01%
3,465
-57
2212
$257K ﹤0.01%
2,448
-48
2213
$257K ﹤0.01%
3,203
-538
2214
$255K ﹤0.01%
5,513
-785
2215
$255K ﹤0.01%
8,144
-253
2216
$254K ﹤0.01%
1,591
+1
2217
$254K ﹤0.01%
5,857
-259
2218
$254K ﹤0.01%
13,362
+29
2219
$254K ﹤0.01%
4,892
-164
2220
$253K ﹤0.01%
+13,169
2221
$252K ﹤0.01%
11,843
+1,700
2222
$251K ﹤0.01%
9,500
2223
$250K ﹤0.01%
7,800
+268
2224
$249K ﹤0.01%
1,503
-4,470
2225
$249K ﹤0.01%
+2,701
87 88
89
90 91