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
1076
$2.69M ﹤0.01%
20,611
-6,301
1077
$2.69M ﹤0.01%
65,322
-57,260
1078
$2.68M ﹤0.01%
54,322
+6,372
1079
$2.68M ﹤0.01%
27,124
+638
1080
$2.67M ﹤0.01%
36,213
-22
1081
$2.67M ﹤0.01%
17,858
+407
1082
$2.67M ﹤0.01%
89,569
+94
1083
$2.67M ﹤0.01%
14,737
-9,691
1084
$2.67M ﹤0.01%
67,287
-52,770
1085
$2.67M ﹤0.01%
105,598
+1,628
1086
$2.65M ﹤0.01%
85,222
-11,295
1087
$2.65M ﹤0.01%
138,547
+18,986
1088
$2.65M ﹤0.01%
48,712
+25,538
1089
$2.65M ﹤0.01%
31,161
+5,021
1090
$2.65M ﹤0.01%
20,095
+707
1091
$2.64M ﹤0.01%
19,197
+183
1092
$2.64M ﹤0.01%
22,423
+720
1093
$2.64M ﹤0.01%
85,096
+3,940
1094
$2.64M ﹤0.01%
1,369
+17
1095
$2.62M ﹤0.01%
17,773
-308
1096
$2.62M ﹤0.01%
89,515
+1,544
1097
$2.61M ﹤0.01%
40,932
+62
1098
$2.61M ﹤0.01%
87,739
+41,865
1099
$2.61M ﹤0.01%
102,809
-44,525
1100
$2.61M ﹤0.01%
23,055
-25,357
42 43
44
45 46