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
1051
$2.86M ﹤0.01%
170,527
+8,506
1052
$2.85M ﹤0.01%
48,380
-54
1053
$2.84M ﹤0.01%
46,311
-2,062
1054
$2.83M ﹤0.01%
55,016
+4,046
1055
$2.81M ﹤0.01%
99,914
+30,903
1056
$2.81M ﹤0.01%
43,483
-2,588
1057
$2.79M ﹤0.01%
81,747
+8,905
1058
$2.79M ﹤0.01%
38,733
-4,464
1059
$2.79M ﹤0.01%
48,446
+662
1060
$2.78M ﹤0.01%
21,609
+866
1061
$2.76M ﹤0.01%
10,870
-646
1062
$2.75M ﹤0.01%
198,657
+77,229
1063
$2.75M ﹤0.01%
122,042
-1,117
1064
$2.74M ﹤0.01%
7,866
-523
1065
$2.74M ﹤0.01%
68,399
-5,880
1066
$2.74M ﹤0.01%
127,991
+4,870
1067
$2.73M ﹤0.01%
101,205
1068
$2.73M ﹤0.01%
75,289
-10,470
1069
$2.72M ﹤0.01%
38,681
-24,794
1070
$2.72M ﹤0.01%
17,297
-97
1071
$2.72M ﹤0.01%
56,580
+944
1072
$2.71M ﹤0.01%
60,681
+8,854
1073
$2.7M ﹤0.01%
4,663
-2,765
1074
$2.7M ﹤0.01%
90,410
+2,017
1075
$2.69M ﹤0.01%
16,859
+479
41 42
43
44 45