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
376
$20.4M 0.03%
689,120
-6,325
377
$20.3M 0.03%
808,772
+11,462
378
$20.3M 0.03%
848,070
-3,757
379
$20.3M 0.03%
83,238
-2,503
380
$20.2M 0.03%
360,732
+10,449
381
$20.1M 0.03%
144,968
-281,150
382
$20.1M 0.03%
303,387
+13,399
383
$20.1M 0.03%
586,991
+30,046
384
$20.1M 0.03%
320,921
-39,898
385
$19.9M 0.03%
455,652
-173,754
386
$19.9M 0.03%
316,214
-22,546
387
$19.8M 0.03%
66,626
-4,886
388
$19.8M 0.03%
120,074
-8,679
389
$19.7M 0.03%
983,825
-19,834
390
$19.6M 0.03%
392,557
+66,733
391
$19.6M 0.03%
341,910
+46,717
392
$19.6M 0.03%
383,445
+19,294
393
$19.6M 0.03%
1,273,630
-98,794
394
$19.3M 0.03%
188,833
+1,045
395
$18.8M 0.03%
747,672
+85,083
396
$18.8M 0.03%
85,925
-20,387
397
$18.8M 0.03%
57,754
+31,435
398
$18.8M 0.03%
277,647
-13,065
399
$18.7M 0.03%
844,983
-44,304
400
$18.6M 0.03%
1,629,602
+6,117
14 15
16
17 18