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
1351
$1.49M ﹤0.01%
109,752
+23,852
1352
$1.48M ﹤0.01%
31,570
-4,000
1353
$1.48M ﹤0.01%
9,161
-3,134
1354
$1.48M ﹤0.01%
97,469
-460
1355
$1.47M ﹤0.01%
7,432
+558
1356
$1.47M ﹤0.01%
38,190
+1,801
1357
$1.47M ﹤0.01%
21,466
+33
1358
$1.47M ﹤0.01%
28,891
-44,138
1359
$1.47M ﹤0.01%
34,866
+8,448
1360
$1.47M ﹤0.01%
13,860
+1,406
1361
$1.46M ﹤0.01%
44,103
-18,046
1362
$1.46M ﹤0.01%
59,761
+5,501
1363
$1.46M ﹤0.01%
39,692
-8,165
1364
$1.46M ﹤0.01%
18,855
-232
1365
$1.45M ﹤0.01%
32,904
1366
$1.45M ﹤0.01%
+56,173
1367
$1.45M ﹤0.01%
16,500
-1,722
1368
$1.45M ﹤0.01%
49,377
-1,512
1369
$1.44M ﹤0.01%
14,740
+492
1370
$1.44M ﹤0.01%
16,473
-1,570
1371
$1.43M ﹤0.01%
28,842
-1,890
1372
$1.42M ﹤0.01%
19,904
+396
1373
$1.42M ﹤0.01%
15,857
+6,894
1374
$1.41M ﹤0.01%
26,054
-4,844
1375
$1.41M ﹤0.01%
28,024
-1,030
53 54
55
56 57