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
351
$22.3M 0.04%
92,078
+19,854
352
$22.3M 0.04%
1,483,538
-31,128
353
$22.2M 0.04%
370,739
-43,525
354
$22M 0.04%
235,025
+6,688
355
$22M 0.04%
478,799
-31,404
356
$21.9M 0.04%
5,751
-241
357
$21.9M 0.04%
354,918
-47,344
358
$21.8M 0.03%
85,820
-14,405
359
$21.8M 0.03%
481,252
+404,860
360
$21.7M 0.03%
270,265
-6,445
361
$21.7M 0.03%
107,443
+8,369
362
$21.7M 0.03%
124,820
+5,520
363
$21.5M 0.03%
852,481
-8,448
364
$21.5M 0.03%
272,518
+26,639
365
$21.5M 0.03%
83,549
+13,402
366
$21.3M 0.03%
881,521
-25,338
367
$21.3M 0.03%
504,434
+494,485
368
$21.2M 0.03%
283,035
-24,172
369
$21M 0.03%
182,778
+4,024
370
$21M 0.03%
110,321
-44,286
371
$20.9M 0.03%
21,126
-822
372
$20.8M 0.03%
1,112,715
+46,823
373
$20.5M 0.03%
77,605
-11,079
374
$20.5M 0.03%
379,919
-6,348
375
$20.5M 0.03%
118,618
-10,547
13 14
15
16 17