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
1376
$1.4M ﹤0.01%
46,509
+23,610
1377
$1.4M ﹤0.01%
10,540
-1,413
1378
$1.4M ﹤0.01%
9,388
-482
1379
$1.4M ﹤0.01%
39,685
-4,122
1380
$1.39M ﹤0.01%
14,413
-450
1381
$1.39M ﹤0.01%
14,053
+1,740
1382
$1.38M ﹤0.01%
43,567
+5,259
1383
$1.38M ﹤0.01%
40,168
+16,370
1384
$1.38M ﹤0.01%
14,956
+5,205
1385
$1.37M ﹤0.01%
23,426
-856
1386
$1.37M ﹤0.01%
41,439
+12,938
1387
$1.36M ﹤0.01%
30,220
-12,393
1388
$1.36M ﹤0.01%
100,776
-1,195
1389
$1.35M ﹤0.01%
2,392
-253
1390
$1.35M ﹤0.01%
18,711
+774
1391
$1.35M ﹤0.01%
66,717
+35,232
1392
$1.35M ﹤0.01%
44,574
-1,076
1393
$1.35M ﹤0.01%
28,567
-1,382
1394
$1.35M ﹤0.01%
+54,166
1395
$1.34M ﹤0.01%
13,785
-3,172
1396
$1.34M ﹤0.01%
21,584
+199
1397
$1.34M ﹤0.01%
49,095
+6,384
1398
$1.34M ﹤0.01%
8,296
+146
1399
$1.34M ﹤0.01%
14,497
+2,172
1400
$1.34M ﹤0.01%
124,612
-10,821
54 55
56
57 58