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
1226
$1.99M ﹤0.01%
88,252
-14,488
1227
$1.98M ﹤0.01%
85,670
+50,526
1228
$1.98M ﹤0.01%
21,754
-14,121
1229
$1.97M ﹤0.01%
26,826
-2,531
1230
$1.97M ﹤0.01%
62,807
+10,320
1231
$1.96M ﹤0.01%
40,248
+9,216
1232
$1.96M ﹤0.01%
235,709
-8,500
1233
$1.96M ﹤0.01%
4,175
-253
1234
$1.96M ﹤0.01%
20,026
+2,192
1235
$1.96M ﹤0.01%
9,814
+143
1236
$1.96M ﹤0.01%
50,555
+4,152
1237
$1.95M ﹤0.01%
47,750
+1,004
1238
$1.94M ﹤0.01%
28,280
-498
1239
$1.92M ﹤0.01%
34,643
-7,393
1240
$1.92M ﹤0.01%
81,301
+12,951
1241
$1.92M ﹤0.01%
31,195
-4,272
1242
$1.91M ﹤0.01%
23,292
+21,001
1243
$1.91M ﹤0.01%
17,926
+1,628
1244
$1.9M ﹤0.01%
45,490
+3,815
1245
$1.9M ﹤0.01%
10,164
+519
1246
$1.9M ﹤0.01%
10,050
+1,914
1247
$1.9M ﹤0.01%
16,961
-37,360
1248
$1.89M ﹤0.01%
61,147
+25,558
1249
$1.89M ﹤0.01%
+46,405
1250
$1.89M ﹤0.01%
52,874
+144
48 49
50
51 52