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
301
$29.9M 0.05%
218,402
-2,130
302
$29.9M 0.05%
213,637
-897
303
$29.7M 0.05%
296,769
-187,495
304
$29.3M 0.05%
461,071
+3,566
305
$29M 0.05%
679,995
-26,964
306
$28.8M 0.05%
353,622
+2,157
307
$28.6M 0.05%
393,839
-36,337
308
$28.4M 0.05%
236,885
-32,039
309
$28.2M 0.05%
854,417
+27,659
310
$28.1M 0.04%
241,203
+25,127
311
$28.1M 0.04%
44,233
-15,070
312
$27.9M 0.04%
1,151,811
+27,806
313
$27.7M 0.04%
288,513
-492,194
314
$27.7M 0.04%
1,110,855
-39
315
$27.7M 0.04%
427,624
+14,875
316
$27.7M 0.04%
295,353
-5,734
317
$27.6M 0.04%
121,091
+1,587
318
$27.5M 0.04%
182,323
-6,717
319
$27.4M 0.04%
261,654
+25,913
320
$27M 0.04%
421,986
-4,290
321
$26.3M 0.04%
501,990
-59,128
322
$26.3M 0.04%
126,859
-2,943
323
$26.1M 0.04%
600,595
+31,423
324
$26M 0.04%
124,401
-6,006
325
$26M 0.04%
147,283
-21,128
11 12
13
14 15