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
401
$18.5M 0.03%
230,437
+1,609
402
$18.4M 0.03%
99,907
+73,821
403
$18.3M 0.03%
152,463
+18,297
404
$18.3M 0.03%
221,030
-388,502
405
$18.1M 0.03%
247,473
-19,555
406
$18.1M 0.03%
9,745
-241
407
$18M 0.03%
740,339
-20,516
408
$18M 0.03%
444,662
+1,977
409
$17.9M 0.03%
164,696
+15,901
410
$17.9M 0.03%
469,766
+383,927
411
$17.8M 0.03%
202,064
-4,202
412
$17.7M 0.03%
231,260
+25,795
413
$17.7M 0.03%
138,138
+10,506
414
$17.7M 0.03%
94,137
-854
415
$17.7M 0.03%
175,485
+10,065
416
$17.5M 0.03%
34,131
-5,737
417
$17.3M 0.03%
55,249
+26,432
418
$17.2M 0.03%
233,030
+2,417
419
$17.2M 0.03%
975,958
-3,308
420
$17.1M 0.03%
164,496
-17,060
421
$17.1M 0.03%
490,319
+8,645
422
$17M 0.03%
727,394
+177,570
423
$16.8M 0.03%
740,865
-71,200
424
$16.8M 0.03%
171,913
-20,061
425
$16.7M 0.03%
263,411
-13,671
15 16
17
18 19