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
2426
$65.9K ﹤0.01%
10,634
-797
2427
$65.4K ﹤0.01%
+10,694
2428
$63.9K ﹤0.01%
+11,000
2429
$63.7K ﹤0.01%
+16,853
2430
$62.8K ﹤0.01%
10,205
2431
$62.6K ﹤0.01%
12,039
-11,438
2432
$62.5K ﹤0.01%
+10,005
2433
$62.3K ﹤0.01%
26,734
-234,534
2434
$55.5K ﹤0.01%
14,083
+1,477
2435
$55.4K ﹤0.01%
+12,414
2436
$55.2K ﹤0.01%
11,851
+334
2437
$55K ﹤0.01%
14,000
2438
$48.6K ﹤0.01%
11,608
-99
2439
$46.9K ﹤0.01%
15,090
2440
$46.3K ﹤0.01%
10,000
2441
$44K ﹤0.01%
13,445
+417
2442
$43.8K ﹤0.01%
+21,347
2443
$43.2K ﹤0.01%
24,534
+1,347
2444
$38.9K ﹤0.01%
1,609
-2,097
2445
$31.6K ﹤0.01%
11,750
2446
$30.6K ﹤0.01%
28,564
-4,870
2447
$26.3K ﹤0.01%
10,000
2448
$24.7K ﹤0.01%
4,113
2449
$22.1K ﹤0.01%
+16,000
2450
$19.6K ﹤0.01%
13,145
96 97
98
99 100