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
1126
$2.44M ﹤0.01%
89,443
+18,006
1127
$2.43M ﹤0.01%
73,336
+4,508
1128
$2.43M ﹤0.01%
69,500
+37,695
1129
$2.42M ﹤0.01%
34,692
+3,155
1130
$2.42M ﹤0.01%
64,120
-13,169
1131
$2.42M ﹤0.01%
79,016
-15,464
1132
$2.41M ﹤0.01%
21,433
-266
1133
$2.41M ﹤0.01%
60,644
-11,723
1134
$2.4M ﹤0.01%
48,260
-3,859
1135
$2.4M ﹤0.01%
50,438
+961
1136
$2.4M ﹤0.01%
46,296
+6,636
1137
$2.39M ﹤0.01%
34,946
-742
1138
$2.38M ﹤0.01%
31,434
-4,321
1139
$2.38M ﹤0.01%
114,006
-22,104
1140
$2.35M ﹤0.01%
10,477
+1,730
1141
$2.34M ﹤0.01%
+63,169
1142
$2.34M ﹤0.01%
59,113
+11,376
1143
$2.33M ﹤0.01%
+33,892
1144
$2.33M ﹤0.01%
96,924
+6,000
1145
$2.33M ﹤0.01%
89,595
+9,074
1146
$2.33M ﹤0.01%
34,960
-5,474
1147
$2.33M ﹤0.01%
19,057
+6,628
1148
$2.32M ﹤0.01%
28,596
-944
1149
$2.3M ﹤0.01%
206,266
+35,478
1150
$2.3M ﹤0.01%
103,408
-5,134
44 45
46
47 48