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
1301
$1.66M ﹤0.01%
66,160
+20,249
1302
$1.66M ﹤0.01%
34,718
+411
1303
$1.65M ﹤0.01%
46,352
+2,742
1304
$1.65M ﹤0.01%
80,802
-834
1305
$1.65M ﹤0.01%
87,396
+1,062
1306
$1.64M ﹤0.01%
42,659
-7,368
1307
$1.63M ﹤0.01%
18,882
+12,459
1308
$1.63M ﹤0.01%
335,429
+250,236
1309
$1.63M ﹤0.01%
94,907
-4,919
1310
$1.63M ﹤0.01%
34,004
+7,765
1311
$1.61M ﹤0.01%
198,254
+5,161
1312
$1.61M ﹤0.01%
8,820
+223
1313
$1.61M ﹤0.01%
29,427
-9,301
1314
$1.6M ﹤0.01%
25,638
+3,250
1315
$1.59M ﹤0.01%
44,520
+7,347
1316
$1.59M ﹤0.01%
44,533
+25,621
1317
$1.58M ﹤0.01%
9,142
-354
1318
$1.58M ﹤0.01%
+96,618
1319
$1.58M ﹤0.01%
10,659
-2,272
1320
$1.57M ﹤0.01%
5,108
+71
1321
$1.57M ﹤0.01%
51,404
-7,333
1322
$1.57M ﹤0.01%
52,561
+261
1323
$1.57M ﹤0.01%
17,531
-264
1324
$1.57M ﹤0.01%
43,853
+3,108
1325
$1.57M ﹤0.01%
17,142
-13,039
51 52
53
54 55