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
1501
$1.02M ﹤0.01%
12,890
+311
1502
$1.02M ﹤0.01%
54,315
+2,949
1503
$1.01M ﹤0.01%
3,327
+33
1504
$1.01M ﹤0.01%
6,274
+650
1505
$1.01M ﹤0.01%
15,251
-2,154
1506
$1M ﹤0.01%
12,503
+6,322
1507
$1M ﹤0.01%
33,662
+3,762
1508
$1M ﹤0.01%
4,148
1509
$998K ﹤0.01%
15,321
-176
1510
$992K ﹤0.01%
18,992
-5,537
1511
$992K ﹤0.01%
18,316
-413
1512
$991K ﹤0.01%
66,674
-3,257
1513
$988K ﹤0.01%
11,305
-336
1514
$988K ﹤0.01%
29,949
-2,385
1515
$986K ﹤0.01%
27,659
-3,178
1516
$984K ﹤0.01%
5,236
-70
1517
$983K ﹤0.01%
12,963
-175
1518
$982K ﹤0.01%
20,898
-1,180
1519
$982K ﹤0.01%
6,065
+36
1520
$982K ﹤0.01%
6,321
+70
1521
$981K ﹤0.01%
38,028
+149
1522
$981K ﹤0.01%
28,914
+2,453
1523
$980K ﹤0.01%
13,538
-258
1524
$979K ﹤0.01%
3,624
-774
1525
$978K ﹤0.01%
9,656
+972
59 60
61
62 63