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
2376
$164K ﹤0.01%
24,239
+135
2377
$164K ﹤0.01%
+10,853
2378
$162K ﹤0.01%
45,125
-43,700
2379
$162K ﹤0.01%
15,293
-4,905
2380
$158K ﹤0.01%
12,629
-1,911
2381
$152K ﹤0.01%
39,985
+9,813
2382
$149K ﹤0.01%
+21,010
2383
$147K ﹤0.01%
+17,872
2384
$146K ﹤0.01%
18,539
+6,838
2385
$143K ﹤0.01%
52,500
2386
$143K ﹤0.01%
+15,000
2387
$143K ﹤0.01%
13,860
2388
$140K ﹤0.01%
16,298
-1,591
2389
$139K ﹤0.01%
11,814
-404
2390
$138K ﹤0.01%
+27,979
2391
$137K ﹤0.01%
45,368
2392
$137K ﹤0.01%
+15,777
2393
$137K ﹤0.01%
+14,184
2394
$131K ﹤0.01%
12,464
+47
2395
$131K ﹤0.01%
20,736
+3,442
2396
$130K ﹤0.01%
12,000
2397
$130K ﹤0.01%
22,571
-9,192
2398
$127K ﹤0.01%
14,506
-25,038
2399
$126K ﹤0.01%
18,042
-57
2400
$125K ﹤0.01%
12,210
+580
94 95
96
97 98