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
1826
$532K ﹤0.01%
8,099
-192
1827
$532K ﹤0.01%
13,135
+624
1828
$531K ﹤0.01%
33,696
-2,404
1829
$530K ﹤0.01%
22,982
-14,990
1830
$528K ﹤0.01%
10,935
-773
1831
$526K ﹤0.01%
+9,654
1832
$526K ﹤0.01%
4,814
+274
1833
$525K ﹤0.01%
34,695
+2,907
1834
$523K ﹤0.01%
13,387
1835
$523K ﹤0.01%
3,523
+448
1836
$523K ﹤0.01%
2,886
-68
1837
$521K ﹤0.01%
13,044
-1,590
1838
$521K ﹤0.01%
6,546
+14
1839
$520K ﹤0.01%
+1,946
1840
$519K ﹤0.01%
6,376
-942
1841
$518K ﹤0.01%
1,950
-747
1842
$518K ﹤0.01%
8,777
-231
1843
$517K ﹤0.01%
33,639
+134
1844
$516K ﹤0.01%
4,973
-252
1845
$512K ﹤0.01%
2,313
-2,152
1846
$512K ﹤0.01%
5,080
-461
1847
$510K ﹤0.01%
15,955
+585
1848
$510K ﹤0.01%
+5,160
1849
$508K ﹤0.01%
13,003
-4,578
1850
$508K ﹤0.01%
39,899
72 73
74
75 76