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
1426
$1.25M ﹤0.01%
245,262
-36,005
1427
$1.25M ﹤0.01%
+38,033
1428
$1.24M ﹤0.01%
46,205
+5,715
1429
$1.23M ﹤0.01%
25,561
-9,914
1430
$1.23M ﹤0.01%
11,812
+570
1431
$1.22M ﹤0.01%
19,376
+1,286
1432
$1.22M ﹤0.01%
1,268
-2
1433
$1.21M ﹤0.01%
27,982
+160
1434
$1.21M ﹤0.01%
16,883
-741
1435
$1.21M ﹤0.01%
41,891
-816
1436
$1.21M ﹤0.01%
28,696
+3,838
1437
$1.2M ﹤0.01%
17,471
-2,269
1438
$1.2M ﹤0.01%
8,802
-871
1439
$1.2M ﹤0.01%
32,323
+683
1440
$1.2M ﹤0.01%
165
-22
1441
$1.19M ﹤0.01%
26,065
-16,877
1442
$1.19M ﹤0.01%
11,177
+5,950
1443
$1.19M ﹤0.01%
42,586
+486
1444
$1.19M ﹤0.01%
26,824
+1,935
1445
$1.19M ﹤0.01%
6,465
-136
1446
$1.18M ﹤0.01%
45,014
+9,288
1447
$1.17M ﹤0.01%
35,090
-1,597
1448
$1.17M ﹤0.01%
30,624
-853
1449
$1.17M ﹤0.01%
16,189
-3,476
1450
$1.17M ﹤0.01%
17,014
-200
56 57
58
59 60