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
1326
$1.57M ﹤0.01%
63,692
+633
1327
$1.56M ﹤0.01%
+108,031
1328
$1.56M ﹤0.01%
31,012
-6,675
1329
$1.56M ﹤0.01%
67,885
-6,683
1330
$1.56M ﹤0.01%
11,855
-47
1331
$1.56M ﹤0.01%
67,420
+2,323
1332
$1.56M ﹤0.01%
45,041
+17
1333
$1.55M ﹤0.01%
8,782
+18
1334
$1.54M ﹤0.01%
34,127
-61,100
1335
$1.53M ﹤0.01%
+49,209
1336
$1.53M ﹤0.01%
20,388
-33,011
1337
$1.53M ﹤0.01%
30,607
-746
1338
$1.52M ﹤0.01%
22,840
-1,339
1339
$1.52M ﹤0.01%
41,749
-3,613
1340
$1.51M ﹤0.01%
7,686
-363
1341
$1.51M ﹤0.01%
43,732
+1,708
1342
$1.51M ﹤0.01%
10,932
-1,095
1343
$1.51M ﹤0.01%
7,490
+5,849
1344
$1.51M ﹤0.01%
95,314
+22,758
1345
$1.51M ﹤0.01%
16,683
-3,593
1346
$1.5M ﹤0.01%
15,908
-244
1347
$1.5M ﹤0.01%
30,123
+18,170
1348
$1.5M ﹤0.01%
+38,705
1349
$1.49M ﹤0.01%
31,311
-3,533
1350
$1.49M ﹤0.01%
30,529
+8,995
52 53
54
55 56