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
1451
$1.17M ﹤0.01%
8,451
-438
1452
$1.16M ﹤0.01%
93,976
-14,110
1453
$1.16M ﹤0.01%
65,394
-3,542
1454
$1.16M ﹤0.01%
12,869
-7,750
1455
$1.15M ﹤0.01%
61,026
+947
1456
$1.15M ﹤0.01%
51,118
-197
1457
$1.15M ﹤0.01%
30,285
+6,940
1458
$1.15M ﹤0.01%
6,963
-376
1459
$1.15M ﹤0.01%
98,778
-192
1460
$1.15M ﹤0.01%
71,658
+293
1461
$1.15M ﹤0.01%
24,286
+3,233
1462
$1.15M ﹤0.01%
12,569
-632
1463
$1.14M ﹤0.01%
5,795
-1,510
1464
$1.14M ﹤0.01%
21,618
+2,265
1465
$1.13M ﹤0.01%
17,277
+311
1466
$1.12M ﹤0.01%
15,685
-302
1467
$1.12M ﹤0.01%
11,585
-1,047
1468
$1.12M ﹤0.01%
19,337
-4,707
1469
$1.11M ﹤0.01%
10,619
+5,660
1470
$1.11M ﹤0.01%
51,925
-9,914
1471
$1.1M ﹤0.01%
51,133
+4,526
1472
$1.1M ﹤0.01%
28,164
+45
1473
$1.1M ﹤0.01%
38,564
+5,621
1474
$1.09M ﹤0.01%
+42,986
1475
$1.09M ﹤0.01%
95,067
-3,354
57 58
59
60 61