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
2351
$195K ﹤0.01%
15,000
2352
$194K ﹤0.01%
29,405
+709
2353
$192K ﹤0.01%
26,514
+10,461
2354
$190K ﹤0.01%
35,370
-66
2355
$190K ﹤0.01%
20,018
-10,019
2356
$187K ﹤0.01%
+19,459
2357
$187K ﹤0.01%
18,315
-1,874
2358
$186K ﹤0.01%
11,694
+49
2359
$186K ﹤0.01%
10,235
+35
2360
$184K ﹤0.01%
12,108
+1
2361
$182K ﹤0.01%
19,046
+2,645
2362
$180K ﹤0.01%
+22,214
2363
$180K ﹤0.01%
13,160
2364
$179K ﹤0.01%
+15,255
2365
$178K ﹤0.01%
12,350
-1,257
2366
$177K ﹤0.01%
+11,745
2367
$174K ﹤0.01%
+12,442
2368
$171K ﹤0.01%
+11,999
2369
$171K ﹤0.01%
11,183
2370
$170K ﹤0.01%
40,000
2371
$170K ﹤0.01%
20,676
2372
$170K ﹤0.01%
32,890
+11,374
2373
$168K ﹤0.01%
+15,026
2374
$165K ﹤0.01%
10,770
-7,662
2375
$165K ﹤0.01%
15,221
+3,500
93 94
95
96 97