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
426
$16.7M 0.03%
118,136
-11,325
427
$16.7M 0.03%
264,912
+9,472
428
$16.7M 0.03%
235,328
+886
429
$16.6M 0.03%
162,476
-495
430
$16.5M 0.03%
327,078
+7,368
431
$16.5M 0.03%
47,227
-1,568
432
$16.4M 0.03%
372,089
+21,071
433
$16.3M 0.03%
164,250
+59,083
434
$16.2M 0.03%
65,348
-2,405
435
$16.2M 0.03%
130,933
+1,687
436
$16.2M 0.03%
256,517
+23,002
437
$16.2M 0.03%
246,250
+57,844
438
$16M 0.03%
133,885
+15,881
439
$15.9M 0.03%
36,421
-314
440
$15.7M 0.03%
305,557
+3,856
441
$15.7M 0.03%
58,560
-254
442
$15.7M 0.03%
59,025
-196
443
$15.7M 0.03%
245,513
+27,068
444
$15.6M 0.03%
125,601
-29,018
445
$15.6M 0.02%
459,758
-7,408
446
$15.5M 0.02%
108,899
-13,762
447
$15.4M 0.02%
135,059
-1,652
448
$15.4M 0.02%
289,052
-6,102
449
$15.4M 0.02%
187,047
-30,922
450
$15.3M 0.02%
111,063
+2,577
16 17
18
19 20