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
1026
$3.05M ﹤0.01%
20,587
+115
1027
$3.05M ﹤0.01%
60,523
+1,032
1028
$3.03M ﹤0.01%
100,894
+2,982
1029
$3.03M ﹤0.01%
134,965
+8,807
1030
$3.02M ﹤0.01%
44,341
-753
1031
$3.02M ﹤0.01%
126,762
1032
$3.01M ﹤0.01%
153,270
-9,923
1033
$2.98M ﹤0.01%
132,113
-27,060
1034
$2.98M ﹤0.01%
116,774
-10,788
1035
$2.97M ﹤0.01%
9,383
-192
1036
$2.97M ﹤0.01%
40,378
-4,871
1037
$2.94M ﹤0.01%
63,957
+34,308
1038
$2.94M ﹤0.01%
19,248
+13,869
1039
$2.94M ﹤0.01%
16,740
+2,160
1040
$2.92M ﹤0.01%
+116,672
1041
$2.92M ﹤0.01%
148,822
-6,706
1042
$2.91M ﹤0.01%
12,485
-892
1043
$2.91M ﹤0.01%
29,298
-910
1044
$2.9M ﹤0.01%
47,702
-8,370
1045
$2.89M ﹤0.01%
55,374
-1,138
1046
$2.88M ﹤0.01%
42,847
-18
1047
$2.88M ﹤0.01%
91,458
+7,283
1048
$2.87M ﹤0.01%
86,504
-3,626
1049
$2.87M ﹤0.01%
2,168
-102
1050
$2.87M ﹤0.01%
28,693
-865
40 41
42
43 44