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
326
$25.9M 0.04%
434,382
-14,219
327
$25.6M 0.04%
708,002
+11,515
328
$25.4M 0.04%
60,718
329
$25.4M 0.04%
256,228
-20,624
330
$25.1M 0.04%
262,950
-35,400
331
$25.1M 0.04%
532,739
-982
332
$25M 0.04%
247,679
+31,785
333
$24.8M 0.04%
534,622
+16,648
334
$24.7M 0.04%
91,220
+44,654
335
$24.5M 0.04%
159,700
+2,750
336
$24.3M 0.04%
341,809
+19,783
337
$24.1M 0.04%
467,958
-107,547
338
$23.8M 0.04%
169,773
+14,142
339
$23.7M 0.04%
159,584
-317
340
$23.6M 0.04%
231,342
-11,554
341
$23.3M 0.04%
235,525
-394
342
$23.2M 0.04%
1,218,148
-2,408
343
$23.1M 0.04%
418,839
-14,489
344
$22.9M 0.04%
286,358
-3,711
345
$22.7M 0.04%
281,242
+32,335
346
$22.7M 0.04%
273,354
-34,556
347
$22.6M 0.04%
74,171
-1,787
348
$22.6M 0.04%
297,964
+77,786
349
$22.5M 0.04%
446,949
+129,211
350
$22.4M 0.04%
782,334
+30,070
12 13
14
15 16