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
1251
$1.88M ﹤0.01%
29,258
-1,327
1252
$1.88M ﹤0.01%
1,525
+269
1253
$1.88M ﹤0.01%
20,861
-404
1254
$1.88M ﹤0.01%
65,844
+35,165
1255
$1.87M ﹤0.01%
35,472
-4,533
1256
$1.87M ﹤0.01%
19,139
-1,818
1257
$1.87M ﹤0.01%
28,667
-638
1258
$1.87M ﹤0.01%
13,063
-2,975
1259
$1.86M ﹤0.01%
70,207
+19,094
1260
$1.86M ﹤0.01%
12,856
-13,661
1261
$1.85M ﹤0.01%
+84,582
1262
$1.85M ﹤0.01%
17,134
+112
1263
$1.83M ﹤0.01%
125,543
+5,950
1264
$1.83M ﹤0.01%
34,208
+5,570
1265
$1.82M ﹤0.01%
8,416
+176
1266
$1.82M ﹤0.01%
10,970
-3,129
1267
$1.81M ﹤0.01%
27,808
-810
1268
$1.81M ﹤0.01%
6,842
-2,023
1269
$1.81M ﹤0.01%
42,338
+6,234
1270
$1.81M ﹤0.01%
+60,647
1271
$1.8M ﹤0.01%
36,085
+1,933
1272
$1.8M ﹤0.01%
19,143
-339
1273
$1.8M ﹤0.01%
470,311
+16,606
1274
$1.79M ﹤0.01%
14,330
+454
1275
$1.79M ﹤0.01%
30,007
+1,447
49 50
51
52 53