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
1276
$1.79M ﹤0.01%
+56,140
1277
$1.77M ﹤0.01%
13,028
+991
1278
$1.77M ﹤0.01%
44,946
+868
1279
$1.76M ﹤0.01%
51,525
+21,849
1280
$1.76M ﹤0.01%
15,984
+3,793
1281
$1.76M ﹤0.01%
57,101
-12,633
1282
$1.76M ﹤0.01%
51,077
+471
1283
$1.75M ﹤0.01%
36,043
-4,918
1284
$1.74M ﹤0.01%
23,547
+439
1285
$1.73M ﹤0.01%
34,434
+5,174
1286
$1.72M ﹤0.01%
41,523
+987
1287
$1.72M ﹤0.01%
1,433
-57
1288
$1.72M ﹤0.01%
25,002
-158
1289
$1.72M ﹤0.01%
42,035
-974
1290
$1.71M ﹤0.01%
26,120
+263
1291
$1.71M ﹤0.01%
38,874
+343
1292
$1.71M ﹤0.01%
21,074
-22,826
1293
$1.7M ﹤0.01%
92,182
+16,658
1294
$1.69M ﹤0.01%
7,892
-141
1295
$1.69M ﹤0.01%
24,265
1296
$1.68M ﹤0.01%
12,470
+63
1297
$1.68M ﹤0.01%
304,567
-700
1298
$1.67M ﹤0.01%
84,249
+19,473
1299
$1.67M ﹤0.01%
50,000
1300
$1.66M ﹤0.01%
38,090
-2,597
50 51
52
53 54