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
2276
$227K ﹤0.01%
16,707
-441
2277
$226K ﹤0.01%
+12,569
2278
$226K ﹤0.01%
6,642
+1,103
2279
$225K ﹤0.01%
5,532
-1,300
2280
$225K ﹤0.01%
5,141
-436
2281
$225K ﹤0.01%
6,545
-19,163
2282
$225K ﹤0.01%
10,907
-3,244
2283
$225K ﹤0.01%
+11,330
2284
$224K ﹤0.01%
+2,538
2285
$224K ﹤0.01%
4,584
+458
2286
$224K ﹤0.01%
+6,393
2287
$224K ﹤0.01%
1,843
+238
2288
$223K ﹤0.01%
4,875
-320
2289
$223K ﹤0.01%
+7,262
2290
$223K ﹤0.01%
3,105
-2,779
2291
$223K ﹤0.01%
12,370
+391
2292
$222K ﹤0.01%
15,971
-558
2293
$222K ﹤0.01%
11,273
-1,041
2294
$221K ﹤0.01%
3,336
-841
2295
$221K ﹤0.01%
15,218
-54,864
2296
$220K ﹤0.01%
3,194
-97
2297
$219K ﹤0.01%
8,277
-297
2298
$218K ﹤0.01%
3,474
-47
2299
$218K ﹤0.01%
5,899
-79
2300
$217K ﹤0.01%
4,121
90 91
92
93 94