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
1151
$2.3M ﹤0.01%
14,821
-1,950
1152
$2.28M ﹤0.01%
219,966
1153
$2.28M ﹤0.01%
44,657
+670
1154
$2.27M ﹤0.01%
38,362
+7,252
1155
$2.27M ﹤0.01%
71,254
+1,108
1156
$2.27M ﹤0.01%
203,062
-48,059
1157
$2.26M ﹤0.01%
82,517
+55,966
1158
$2.26M ﹤0.01%
19,952
+284
1159
$2.26M ﹤0.01%
54,988
+1,971
1160
$2.26M ﹤0.01%
21,696
+18,351
1161
$2.25M ﹤0.01%
18,241
+196
1162
$2.25M ﹤0.01%
11,201
-4,456
1163
$2.25M ﹤0.01%
105,473
-7,684
1164
$2.24M ﹤0.01%
9,216
+30
1165
$2.24M ﹤0.01%
72,363
+17,680
1166
$2.24M ﹤0.01%
53,761
+11,016
1167
$2.24M ﹤0.01%
65,126
-2,409
1168
$2.24M ﹤0.01%
34,150
+3,324
1169
$2.23M ﹤0.01%
8,480
+673
1170
$2.23M ﹤0.01%
92,692
+31,177
1171
$2.23M ﹤0.01%
+118,838
1172
$2.22M ﹤0.01%
10,170
+425
1173
$2.21M ﹤0.01%
21,357
-5,634
1174
$2.19M ﹤0.01%
46,991
+6,763
1175
$2.18M ﹤0.01%
110,095
-139,776
45 46
47
48 49