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
26
$428M 0.68%
2,040,849
-26,505
27
$411M 0.66%
1,122,619
-56,576
28
$392M 0.63%
7,673,359
+301,571
29
$385M 0.62%
2,489,717
+25,153
30
$379M 0.61%
2,385,017
+74,753
31
$378M 0.6%
3,615,186
-1,525,138
32
$371M 0.59%
695,889
-2,518
33
$368M 0.59%
991,751
+7,648
34
$347M 0.55%
4,075,565
+400,801
35
$342M 0.55%
3,651,852
-49,641
36
$340M 0.54%
3,869,302
-38,194
37
$307M 0.49%
372,003
+5,217
38
$306M 0.49%
584,435
-2,200
39
$296M 0.47%
312,824
+4,285
40
$294M 0.47%
2,216,138
-25,203
41
$293M 0.47%
3,197,985
+136,017
42
$283M 0.45%
4,797,591
+637,298
43
$269M 0.43%
3,292,866
-79,876
44
$265M 0.42%
1,583,256
-62,433
45
$265M 0.42%
2,224,293
+11,360
46
$263M 0.42%
1,586,357
+4,097
47
$262M 0.42%
2,219,734
-33,166
48
$261M 0.42%
1,306,687
-148,132
49
$256M 0.41%
1,830,296
+34,603
50
$251M 0.4%
3,032,043
+288,507
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