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
1401
$1.34M ﹤0.01%
+25,118
1402
$1.33M ﹤0.01%
21,606
-4,124
1403
$1.33M ﹤0.01%
32,291
+4,180
1404
$1.33M ﹤0.01%
55,770
+41,969
1405
$1.32M ﹤0.01%
42,375
-18,585
1406
$1.32M ﹤0.01%
+50,893
1407
$1.32M ﹤0.01%
29,063
-229
1408
$1.32M ﹤0.01%
+39,109
1409
$1.31M ﹤0.01%
14,848
+2,162
1410
$1.3M ﹤0.01%
8,483
+3,441
1411
$1.3M ﹤0.01%
81,094
-14,762
1412
$1.3M ﹤0.01%
50,175
-4,358
1413
$1.29M ﹤0.01%
4,317
+33
1414
$1.29M ﹤0.01%
13,411
+5,655
1415
$1.29M ﹤0.01%
41,884
-15,441
1416
$1.29M ﹤0.01%
+4,921
1417
$1.29M ﹤0.01%
3,914
-466
1418
$1.29M ﹤0.01%
19,487
1419
$1.28M ﹤0.01%
33,566
+5,810
1420
$1.28M ﹤0.01%
1,082
+29
1421
$1.27M ﹤0.01%
25,807
-901
1422
$1.27M ﹤0.01%
35,816
-1,163
1423
$1.26M ﹤0.01%
64,250
1424
$1.26M ﹤0.01%
7,353
-8,786
1425
$1.26M ﹤0.01%
38,355
-26,323
55 56
57
58 59