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
2226
$248K ﹤0.01%
8,676
2227
$247K ﹤0.01%
13,636
-4,600
2228
$247K ﹤0.01%
847
+100
2229
$247K ﹤0.01%
+6,989
2230
$246K ﹤0.01%
5,020
-388
2231
$246K ﹤0.01%
1,420
-82
2232
$246K ﹤0.01%
8,653
+322
2233
$245K ﹤0.01%
+5,264
2234
$245K ﹤0.01%
11,092
+1,105
2235
$245K ﹤0.01%
3,841
+128
2236
$244K ﹤0.01%
9,776
+3,200
2237
$243K ﹤0.01%
15,084
-3,878
2238
$243K ﹤0.01%
4,056
-435
2239
$242K ﹤0.01%
+9,060
2240
$242K ﹤0.01%
7,154
+182
2241
$239K ﹤0.01%
4,054
+251
2242
$239K ﹤0.01%
7,673
+117
2243
$239K ﹤0.01%
4,120
-972
2244
$239K ﹤0.01%
6,463
-590
2245
$239K ﹤0.01%
+23,001
2246
$239K ﹤0.01%
3,423
-1,170
2247
$239K ﹤0.01%
+2,048
2248
$239K ﹤0.01%
+6,607
2249
$238K ﹤0.01%
20,357
+298
2250
$238K ﹤0.01%
20,628
+13
88 89
90
91 92