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
1176
$2.17M ﹤0.01%
93,113
-124,029
1177
$2.17M ﹤0.01%
63,280
-110,068
1178
$2.17M ﹤0.01%
45,621
-15,657
1179
$2.15M ﹤0.01%
20,446
+7,616
1180
$2.15M ﹤0.01%
5,831
+733
1181
$2.14M ﹤0.01%
228,392
+69,178
1182
$2.13M ﹤0.01%
10,443
+1,109
1183
$2.13M ﹤0.01%
14,331
+452
1184
$2.13M ﹤0.01%
27,595
+6,936
1185
$2.13M ﹤0.01%
10,793
+786
1186
$2.12M ﹤0.01%
76,487
-7,297
1187
$2.12M ﹤0.01%
40,809
+2,418
1188
$2.11M ﹤0.01%
103,826
-19,135
1189
$2.11M ﹤0.01%
36,271
-36,760
1190
$2.11M ﹤0.01%
44,837
+595
1191
$2.11M ﹤0.01%
45,094
+23,229
1192
$2.11M ﹤0.01%
155,359
+19,417
1193
$2.09M ﹤0.01%
16,520
+3,039
1194
$2.09M ﹤0.01%
38,101
-376
1195
$2.08M ﹤0.01%
20,311
+960
1196
$2.08M ﹤0.01%
15,254
-1,605
1197
$2.07M ﹤0.01%
111,921
+574
1198
$2.07M ﹤0.01%
18,171
+588
1199
$2.07M ﹤0.01%
18,978
-140
1200
$2.06M ﹤0.01%
157,443
+1,543
46 47
48
49 50