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
2401
$123K ﹤0.01%
15,830
+75
2402
$122K ﹤0.01%
20,310
-117,092
2403
$122K ﹤0.01%
10,109
-13,264
2404
$115K ﹤0.01%
19,122
-8,804
2405
$115K ﹤0.01%
50,000
2406
$114K ﹤0.01%
20,642
-113
2407
$113K ﹤0.01%
21,429
-1,697
2408
$109K ﹤0.01%
40,216
2409
$107K ﹤0.01%
10,226
+115
2410
$102K ﹤0.01%
10,757
-677
2411
$99.5K ﹤0.01%
11,747
+56
2412
$98.4K ﹤0.01%
10,363
-6,760
2413
$98.3K ﹤0.01%
12,130
-521
2414
$97.5K ﹤0.01%
14,732
2415
$96.9K ﹤0.01%
18,556
2416
$96.4K ﹤0.01%
10,345
+7
2417
$92.8K ﹤0.01%
13,085
-1,915
2418
$90.4K ﹤0.01%
11,289
+103
2419
$89.3K ﹤0.01%
16,202
-2,077
2420
$89.1K ﹤0.01%
+33,000
2421
$79.2K ﹤0.01%
20,214
-1,363
2422
$75.6K ﹤0.01%
28,952
+2,087
2423
$72.7K ﹤0.01%
+10,000
2424
$67.2K ﹤0.01%
13,949
-1,500
2425
$67K ﹤0.01%
11,017
+560
95 96
97
98 99