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
2301
$217K ﹤0.01%
12,118
-1,701
2302
$216K ﹤0.01%
+4,856
2303
$216K ﹤0.01%
4,750
2304
$216K ﹤0.01%
2,826
-18
2305
$216K ﹤0.01%
955
+23
2306
$215K ﹤0.01%
14,589
-4,142
2307
$215K ﹤0.01%
16,829
2308
$214K ﹤0.01%
1,958
+131
2309
$213K ﹤0.01%
9,521
-2,350
2310
$212K ﹤0.01%
14,556
-248
2311
$212K ﹤0.01%
1,988
-2,096
2312
$212K ﹤0.01%
9,078
-602
2313
$212K ﹤0.01%
4,312
-384
2314
$211K ﹤0.01%
22,879
+126
2315
$211K ﹤0.01%
20,025
+4,919
2316
$211K ﹤0.01%
5,154
+1,194
2317
$210K ﹤0.01%
25,437
+457
2318
$209K ﹤0.01%
1,215
-2
2319
$209K ﹤0.01%
6,292
-1,429
2320
$209K ﹤0.01%
3,894
-33
2321
$208K ﹤0.01%
+5,300
2322
$208K ﹤0.01%
10,336
-3,867
2323
$208K ﹤0.01%
+8,553
2324
$207K ﹤0.01%
16,452
-862
2325
$207K ﹤0.01%
+6,958
91 92
93
94 95