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
2251
$238K ﹤0.01%
27,045
-1,219
2252
$237K ﹤0.01%
6,611
-680
2253
$237K ﹤0.01%
3,697
-302
2254
$236K ﹤0.01%
+4,492
2255
$236K ﹤0.01%
+7,987
2256
$236K ﹤0.01%
19,291
+1,921
2257
$236K ﹤0.01%
12,364
-863
2258
$236K ﹤0.01%
4,859
+387
2259
$235K ﹤0.01%
+3,213
2260
$235K ﹤0.01%
1,920
-38
2261
$235K ﹤0.01%
8,645
+511
2262
$234K ﹤0.01%
4,660
-810
2263
$233K ﹤0.01%
+8,577
2264
$232K ﹤0.01%
7,445
-194
2265
$231K ﹤0.01%
2,612
+82
2266
$231K ﹤0.01%
11,361
-3,591
2267
$230K ﹤0.01%
+3,094
2268
$230K ﹤0.01%
5,731
+271
2269
$230K ﹤0.01%
11,469
-2
2270
$230K ﹤0.01%
19,370
-547
2271
$230K ﹤0.01%
3,724
+54
2272
$228K ﹤0.01%
+6,870
2273
$227K ﹤0.01%
15,683
+2,001
2274
$227K ﹤0.01%
+12,500
2275
$227K ﹤0.01%
5,464
-194
89 90
91
92 93