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
276
$35.1M 0.06%
367,147
-22,340
277
$35M 0.06%
705,065
-132,983
278
$35M 0.06%
675,473
+160,233
279
$34.9M 0.06%
280,297
+1,163
280
$34.8M 0.06%
118,148
+9,951
281
$34.6M 0.06%
847,896
-93,413
282
$34.4M 0.06%
134,676
-5,361
283
$34.1M 0.05%
705,339
+123,494
284
$34M 0.05%
696,314
+56,226
285
$33.7M 0.05%
174,652
-14,916
286
$33.7M 0.05%
210,079
-21,597
287
$33.4M 0.05%
305,250
-10,324
288
$33.3M 0.05%
149,692
-3,170
289
$33.2M 0.05%
297,270
+25,229
290
$33M 0.05%
595,139
+34,516
291
$32.3M 0.05%
425,397
-124,041
292
$32M 0.05%
207,452
+19,997
293
$31.7M 0.05%
185,732
-19,666
294
$31.6M 0.05%
1,333,490
-45,564
295
$31.4M 0.05%
305,850
-13,015
296
$31.2M 0.05%
521,696
-33,723
297
$31.1M 0.05%
520,287
+2,915
298
$31.1M 0.05%
1,141,224
+465,283
299
$30.3M 0.05%
518,013
-21,704
300
$30.2M 0.05%
138,931
-2,955
10 11
12
13 14