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
451
$15.3M 0.02%
232,460
+71,297
452
$15.3M 0.02%
46,383
-10,111
453
$15.3M 0.02%
116,679
-13,915
454
$15.3M 0.02%
41,566
+13,047
455
$15.2M 0.02%
65,098
-2,364
456
$15.2M 0.02%
73,333
-28,092
457
$15.1M 0.02%
96,071
-4,423
458
$15M 0.02%
44,928
+9,537
459
$15M 0.02%
230,208
-58,762
460
$15M 0.02%
181,884
+21,371
461
$15M 0.02%
326,823
+20,312
462
$14.9M 0.02%
90,323
-3,271
463
$14.9M 0.02%
289,938
-778
464
$14.9M 0.02%
71,655
-1,576
465
$14.7M 0.02%
712,804
-16,387
466
$14.7M 0.02%
788,248
-4,948
467
$14.5M 0.02%
341,813
+4,257
468
$14.4M 0.02%
129,720
+5,642
469
$14.4M 0.02%
212,343
-74,267
470
$14.3M 0.02%
122,400
+18,893
471
$14.1M 0.02%
152,995
-74,256
472
$14.1M 0.02%
390,936
+3,419
473
$14M 0.02%
732,270
-233,466
474
$13.9M 0.02%
104,820
-8,762
475
$13.9M 0.02%
251,447
-30,710
17 18
19
20 21