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
476
$13.8M 0.02%
195,716
-101,728
477
$13.8M 0.02%
248,110
-2,892
478
$13.7M 0.02%
7,320
-13
479
$13.6M 0.02%
106,692
-12,749
480
$13.6M 0.02%
76,233
+17,828
481
$13.5M 0.02%
149,186
-53,084
482
$13.5M 0.02%
102,080
+495
483
$13.5M 0.02%
147,756
+64,418
484
$13.5M 0.02%
24,471
-1,709
485
$13.4M 0.02%
406,642
-1,008,675
486
$13.2M 0.02%
54,325
-4,045
487
$13.2M 0.02%
194,625
+15,224
488
$13.2M 0.02%
116,790
+90
489
$13.2M 0.02%
176,273
-6,855
490
$13.2M 0.02%
267,597
+7,090
491
$13.1M 0.02%
72,010
+4,876
492
$13.1M 0.02%
1,598,476
+129,741
493
$13.1M 0.02%
125,445
-16,667
494
$13M 0.02%
354,341
+23,654
495
$12.9M 0.02%
64,156
+14,584
496
$12.9M 0.02%
160,370
-50,826
497
$12.8M 0.02%
197,566
-62,659
498
$12.5M 0.02%
138,500
+22,535
499
$12.4M 0.02%
72,741
-185,384
500
$12.4M 0.02%
178,126
+5,678
18 19
20
21 22