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
1001
$3.25M 0.01%
146,717
+2,578
1002
$3.25M 0.01%
73,625
-159
1003
$3.25M 0.01%
105,369
+8,136
1004
$3.25M 0.01%
106,776
+30,765
1005
$3.24M 0.01%
96,605
+7,533
1006
$3.23M 0.01%
36,679
-267
1007
$3.21M 0.01%
131,673
-8,418
1008
$3.2M 0.01%
16,172
-8,179
1009
$3.2M 0.01%
58,212
-747
1010
$3.19M 0.01%
170,032
-2,994
1011
$3.16M 0.01%
92,812
-37,538
1012
$3.15M 0.01%
118,500
+4,231
1013
$3.14M 0.01%
87,632
-52
1014
$3.13M 0.01%
138,156
-2,694
1015
$3.13M 0.01%
32,150
-4,530
1016
$3.13M 0.01%
27,505
+25,023
1017
$3.11M 0.01%
31,056
+333
1018
$3.1M 0.01%
75,705
-126,519
1019
$3.1M 0.01%
16,635
+296
1020
$3.09M ﹤0.01%
17,667
+151
1021
$3.09M ﹤0.01%
81,023
-5,036
1022
$3.08M ﹤0.01%
5,293
+1,928
1023
$3.08M ﹤0.01%
102,232
-5,021
1024
$3.07M ﹤0.01%
101,220
-2,490
1025
$3.06M ﹤0.01%
57,311
+4,519
39 40
41
42 43