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
226
$47.9M 0.08%
435,866
-83,245
227
$47.7M 0.08%
474,547
+19,245
228
$47.3M 0.08%
206,334
-12,512
229
$46.9M 0.08%
605,262
+192,108
230
$46.1M 0.07%
403,936
+29,480
231
$45.9M 0.07%
1,087,669
-181,354
232
$45.9M 0.07%
1,588,189
-28,471
233
$45.7M 0.07%
1,846,940
-135,376
234
$45.5M 0.07%
655,208
+91,974
235
$45.4M 0.07%
89,415
-3,427
236
$44.8M 0.07%
223,657
-4,677
237
$44.7M 0.07%
56
-3
238
$44.3M 0.07%
171,532
+69,185
239
$44.3M 0.07%
908,720
+59,152
240
$44.1M 0.07%
245,436
-3,132
241
$44M 0.07%
727,066
-116,923
242
$43.7M 0.07%
418,124
+77,908
243
$43.5M 0.07%
515,191
-52,749
244
$43.4M 0.07%
596,183
+57,438
245
$42.6M 0.07%
52,301
+3,981
246
$42.6M 0.07%
849,084
-650,396
247
$42.1M 0.07%
767,369
+91,075
248
$41.9M 0.07%
1,946,735
+170,578
249
$41.3M 0.07%
221,825
-8,859
250
$41.3M 0.07%
700,714
-124,668
8 9
10
11 12