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
1201
$2.06M ﹤0.01%
20,329
+764
1202
$2.05M ﹤0.01%
20,700
+1,090
1203
$2.05M ﹤0.01%
59,761
-499
1204
$2.05M ﹤0.01%
12,799
+2,116
1205
$2.05M ﹤0.01%
48,840
-372
1206
$2.04M ﹤0.01%
72,100
+18,072
1207
$2.04M ﹤0.01%
48,338
-3,330
1208
$2.04M ﹤0.01%
33,438
-68,018
1209
$2.03M ﹤0.01%
38,879
+2,275
1210
$2.03M ﹤0.01%
192,934
+2,650
1211
$2.02M ﹤0.01%
106,376
+3,212
1212
$2.02M ﹤0.01%
88,363
-250
1213
$2.02M ﹤0.01%
37,365
-3,088
1214
$2.02M ﹤0.01%
99,366
+52,786
1215
$2.01M ﹤0.01%
55,237
+746
1216
$2.01M ﹤0.01%
24,263
-63
1217
$2.01M ﹤0.01%
20,522
+415
1218
$2.01M ﹤0.01%
91,479
-19
1219
$2M ﹤0.01%
14,294
-708,057
1220
$2M ﹤0.01%
83,147
+6,951
1221
$2M ﹤0.01%
53,385
-90,528
1222
$2M ﹤0.01%
7,016
-663
1223
$1.99M ﹤0.01%
29,593
1224
$1.99M ﹤0.01%
26,359
+1,565
1225
$1.99M ﹤0.01%
33,731
-6,411
47 48
49
50 51