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
251
$41.3M 0.07%
1,157,484
+131,779
252
$40.8M 0.07%
999,548
+80,306
253
$40.4M 0.06%
360,175
-9,560
254
$40.3M 0.06%
1,368,182
+2,936
255
$40M 0.06%
304,980
-41,545
256
$39.8M 0.06%
365,984
+49,714
257
$39.7M 0.06%
59,901
+13,690
258
$39.6M 0.06%
658,090
-17,438
259
$39.5M 0.06%
108,596
+15,660
260
$39M 0.06%
288,810
+6,070
261
$39M 0.06%
112,828
-22,718
262
$38.8M 0.06%
104,339
-9,769
263
$38.4M 0.06%
145,249
-8,754
264
$38.1M 0.06%
483,604
-77,076
265
$38.1M 0.06%
164,546
+10,769
266
$37.8M 0.06%
852,094
-37,883
267
$37.2M 0.06%
508,318
+439,693
268
$37.1M 0.06%
141,892
-7,932
269
$36.4M 0.06%
937,620
+149,825
270
$36.4M 0.06%
840,182
+219,174
271
$36.3M 0.06%
180,488
-48,256
272
$36.1M 0.06%
201,564
-2,217
273
$35.6M 0.06%
320,605
-8,861
274
$35.5M 0.06%
425,800
-28,227
275
$35.4M 0.06%
316,770
-376,991
9 10
11
12 13