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
551
$10.3M 0.02%
309,448
-502,692
552
$10.3M 0.02%
150,166
-11,365
553
$10.2M 0.02%
99,979
+8,392
554
$10.2M 0.02%
110,485
+51,246
555
$10.2M 0.02%
30,071
-4,150
556
$10.2M 0.02%
279,009
-12,526
557
$10.2M 0.02%
166,807
-1,673
558
$10.1M 0.02%
162,695
-17,675
559
$10.1M 0.02%
174,452
+5,493
560
$10.1M 0.02%
22,199
-906
561
$10.1M 0.02%
42,319
-7,523
562
$10.1M 0.02%
279,804
563
$10M 0.02%
194,018
+69,765
564
$9.99M 0.02%
212,825
-13,695
565
$9.99M 0.02%
114,933
-5,286
566
$9.96M 0.02%
54,250
-1,343
567
$9.94M 0.02%
240,012
+332
568
$9.92M 0.02%
24,858
+540
569
$9.87M 0.02%
57,297
+50,720
570
$9.85M 0.02%
213,777
+87,804
571
$9.85M 0.02%
84,607
-10,724
572
$9.84M 0.02%
86,519
+5,072
573
$9.84M 0.02%
593,323
+72,416
574
$9.68M 0.02%
76,234
+5,191
575
$9.62M 0.02%
57,218
-2,819
21 22
23
24 25