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
1101
$2.61M ﹤0.01%
68,222
+10,021
1102
$2.6M ﹤0.01%
201,586
+16,605
1103
$2.6M ﹤0.01%
21,979
+5,305
1104
$2.58M ﹤0.01%
324,497
-2,416
1105
$2.57M ﹤0.01%
83,071
-21,204
1106
$2.56M ﹤0.01%
188,173
-68,298
1107
$2.56M ﹤0.01%
17,813
+3,227
1108
$2.55M ﹤0.01%
+51,243
1109
$2.55M ﹤0.01%
4,313
+30
1110
$2.54M ﹤0.01%
95,368
-21,240
1111
$2.54M ﹤0.01%
40,824
+320
1112
$2.53M ﹤0.01%
38,525
+2
1113
$2.53M ﹤0.01%
17,136
+6,127
1114
$2.52M ﹤0.01%
36,526
-18,089
1115
$2.52M ﹤0.01%
129,350
+7,177
1116
$2.51M ﹤0.01%
19,250
+11,154
1117
$2.51M ﹤0.01%
83,893
+3,196
1118
$2.49M ﹤0.01%
44,739
-1,000
1119
$2.49M ﹤0.01%
22,340
-5,365
1120
$2.48M ﹤0.01%
21,150
+2,187
1121
$2.47M ﹤0.01%
8,562
+727
1122
$2.46M ﹤0.01%
29,853
-9,386
1123
$2.46M ﹤0.01%
24,512
-694
1124
$2.45M ﹤0.01%
75,814
+32,876
1125
$2.44M ﹤0.01%
50,179
+11,842
43 44
45
46 47