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
1701
$674K ﹤0.01%
33,724
+2,789
1702
$674K ﹤0.01%
4,232
+1,806
1703
$673K ﹤0.01%
33,626
+2,941
1704
$669K ﹤0.01%
15,406
+1,537
1705
$668K ﹤0.01%
18,616
-4,244
1706
$667K ﹤0.01%
47,337
+20,420
1707
$665K ﹤0.01%
47,804
-17,041
1708
$663K ﹤0.01%
+17,298
1709
$657K ﹤0.01%
24,186
-3,854
1710
$656K ﹤0.01%
4,132
-2,472
1711
$655K ﹤0.01%
13,549
-3,809
1712
$655K ﹤0.01%
209,864
-1,195
1713
$654K ﹤0.01%
8,669
-86
1714
$653K ﹤0.01%
39,315
-10,303
1715
$651K ﹤0.01%
27,088
-274
1716
$648K ﹤0.01%
23,092
+6,832
1717
$647K ﹤0.01%
10,026
+496
1718
$647K ﹤0.01%
59,493
+1,258
1719
$646K ﹤0.01%
19,724
-94
1720
$642K ﹤0.01%
246,969
1721
$641K ﹤0.01%
7,673
+784
1722
$640K ﹤0.01%
16,507
-737
1723
$640K ﹤0.01%
16,713
-6,966
1724
$639K ﹤0.01%
7,958
-528
1725
$639K ﹤0.01%
6,983
-145
67 68
69
70 71