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
501
$12.3M 0.02%
38,252
-1,376
502
$12.1M 0.02%
239,378
-11,733
503
$12M 0.02%
94,659
+335
504
$12M 0.02%
211,512
+23,564
505
$12M 0.02%
37,685
-1,095
506
$12M 0.02%
128,849
+85,177
507
$11.9M 0.02%
246,591
-712,848
508
$11.9M 0.02%
448,112
-58,814
509
$11.9M 0.02%
302,585
-19,835
510
$11.8M 0.02%
25,419
-1,472
511
$11.8M 0.02%
148,324
+782
512
$11.8M 0.02%
44,212
-8,196
513
$11.7M 0.02%
8,429
-1,479
514
$11.7M 0.02%
817,349
-1,308
515
$11.6M 0.02%
437,157
-23,602
516
$11.5M 0.02%
221,574
-9,518
517
$11.5M 0.02%
46,401
+2,656
518
$11.4M 0.02%
272,041
+18,056
519
$11.4M 0.02%
5,864
-133
520
$11.4M 0.02%
602,457
+85,315
521
$11.4M 0.02%
370,547
+101,114
522
$11.4M 0.02%
123,387
-137,006
523
$11.4M 0.02%
366,630
+30,228
524
$11.4M 0.02%
115,937
-132,046
525
$11.3M 0.02%
239,593
-34,991
19 20
21
22 23