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
1476
$1.09M ﹤0.01%
49,216
+31
1477
$1.08M ﹤0.01%
73,795
+1,796
1478
$1.08M ﹤0.01%
18,872
+11,034
1479
$1.08M ﹤0.01%
24,889
+4,102
1480
$1.08M ﹤0.01%
28,185
+361
1481
$1.07M ﹤0.01%
17,064
-536
1482
$1.07M ﹤0.01%
13,918
-5,071
1483
$1.07M ﹤0.01%
17,278
-12,290
1484
$1.06M ﹤0.01%
11,458
+1,607
1485
$1.06M ﹤0.01%
10,128
-2,671
1486
$1.06M ﹤0.01%
4,414
+367
1487
$1.06M ﹤0.01%
27,223
+5,085
1488
$1.05M ﹤0.01%
+6,193
1489
$1.05M ﹤0.01%
32,553
+592
1490
$1.05M ﹤0.01%
64,957
-2
1491
$1.05M ﹤0.01%
9,322
+1,910
1492
$1.05M ﹤0.01%
8,840
+92
1493
$1.04M ﹤0.01%
12,237
+52
1494
$1.04M ﹤0.01%
25,965
-11,328
1495
$1.03M ﹤0.01%
100,462
-2,293
1496
$1.03M ﹤0.01%
9,711
+762
1497
$1.03M ﹤0.01%
37,182
-1,084
1498
$1.02M ﹤0.01%
25,713
-233
1499
$1.02M ﹤0.01%
20,075
-4,576
1500
$1.02M ﹤0.01%
15,958
-10,869
58 59
60
61 62