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
2076
$329K ﹤0.01%
6,471
+112
2077
$327K ﹤0.01%
3,435
+774
2078
$327K ﹤0.01%
12,970
+1,282
2079
$326K ﹤0.01%
+16,242
2080
$326K ﹤0.01%
5,417
-308
2081
$325K ﹤0.01%
29,548
2082
$325K ﹤0.01%
8,443
2083
$324K ﹤0.01%
2,247
+327
2084
$323K ﹤0.01%
17,579
-11,809
2085
$322K ﹤0.01%
+39,347
2086
$322K ﹤0.01%
52,825
+2,825
2087
$321K ﹤0.01%
3,600
2088
$321K ﹤0.01%
10,837
-440
2089
$320K ﹤0.01%
+12,717
2090
$320K ﹤0.01%
31,157
-4,324
2091
$320K ﹤0.01%
5,473
+31
2092
$319K ﹤0.01%
6,988
-958
2093
$318K ﹤0.01%
4,831
+373
2094
$318K ﹤0.01%
3,088
+639
2095
$318K ﹤0.01%
7,947
+289
2096
$317K ﹤0.01%
15,383
+283
2097
$317K ﹤0.01%
24,788
+11,548
2098
$316K ﹤0.01%
2,743
-9
2099
$316K ﹤0.01%
2,790
+1,293
2100
$316K ﹤0.01%
25,755
-2,256
82 83
84
85 86