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
2326
$207K ﹤0.01%
2,762
-54
2327
$207K ﹤0.01%
14,535
-2,128
2328
$206K ﹤0.01%
7,016
+261
2329
$206K ﹤0.01%
8,990
-579
2330
$204K ﹤0.01%
5,369
-62
2331
$204K ﹤0.01%
24,991
+7,203
2332
$204K ﹤0.01%
5,264
2333
$203K ﹤0.01%
+3,947
2334
$203K ﹤0.01%
8,129
-3,099
2335
$203K ﹤0.01%
5,474
-936
2336
$203K ﹤0.01%
+2,272
2337
$202K ﹤0.01%
+2,190
2338
$202K ﹤0.01%
5,541
-564
2339
$202K ﹤0.01%
+1,281
2340
$202K ﹤0.01%
8,357
-483
2341
$202K ﹤0.01%
18,425
+710
2342
$202K ﹤0.01%
14,309
-4,786
2343
$201K ﹤0.01%
9,708
-110,372
2344
$201K ﹤0.01%
+7,301
2345
$201K ﹤0.01%
+8,339
2346
$201K ﹤0.01%
+2,588
2347
$201K ﹤0.01%
30,638
+1,082
2348
$197K ﹤0.01%
24,400
2349
$197K ﹤0.01%
17,793
2350
$197K ﹤0.01%
19,912
-2,847
92 93
94
95 96