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
526
$11.3M 0.02%
160,422
+15,814
527
$11.3M 0.02%
97,651
+1,617
528
$11.2M 0.02%
26,776
-1,008
529
$11.2M 0.02%
49,217
+1,697
530
$11.1M 0.02%
219,668
-187,732
531
$11M 0.02%
159,733
+2,943
532
$11M 0.02%
320,629
+92,517
533
$11M 0.02%
91,268
+3
534
$10.9M 0.02%
155,705
+86,357
535
$10.9M 0.02%
46,943
-1,974
536
$10.8M 0.02%
941,853
537
$10.8M 0.02%
106,754
+955
538
$10.7M 0.02%
456,975
+90,102
539
$10.7M 0.02%
188,862
+18,842
540
$10.7M 0.02%
168,757
+10,027
541
$10.6M 0.02%
87,211
-1,185
542
$10.6M 0.02%
18,911
-607
543
$10.6M 0.02%
20,858
-985
544
$10.6M 0.02%
199,586
-24,001
545
$10.6M 0.02%
221,724
-34,244
546
$10.5M 0.02%
455,220
-8,124
547
$10.4M 0.02%
131,855
-9,205
548
$10.4M 0.02%
90,966
-17,017
549
$10.4M 0.02%
1,045,771
+315,342
550
$10.4M 0.02%
125,465
-8,137
20 21
22
23 24