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
576
$9.6M 0.02%
378,282
-48,472
577
$9.53M 0.02%
70,642
+3,549
578
$9.53M 0.02%
79,781
-5,161
579
$9.52M 0.02%
297,806
+9,547
580
$9.51M 0.02%
86,370
+3,449
581
$9.45M 0.02%
19,763
-10,679
582
$9.43M 0.02%
206,599
+8,739
583
$9.43M 0.02%
481,144
+15,133
584
$9.35M 0.02%
55,272
+34,148
585
$9.33M 0.01%
35,196
+1,588
586
$9.28M 0.01%
95,273
-12,567
587
$9.27M 0.01%
185,773
-12,022
588
$9.24M 0.01%
352,644
+1,580
589
$9.18M 0.01%
172,867
-2,162
590
$9.17M 0.01%
43,378
-4,702
591
$9.15M 0.01%
133,471
-38,463
592
$9.1M 0.01%
14,526
-5,886
593
$9.08M 0.01%
87,733
+2,802
594
$9.07M 0.01%
32,090
-5,823
595
$9M 0.01%
44,634
-2,896
596
$8.99M 0.01%
228,312
+38,459
597
$8.98M 0.01%
115,642
-4,349
598
$8.97M 0.01%
262,177
-7,006
599
$8.94M 0.01%
236,733
+7,795
600
$8.93M 0.01%
28,907
-716
22 23
24
25 26