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
601
$8.89M 0.01%
331,516
+32,963
602
$8.89M 0.01%
98,015
-76,464
603
$8.87M 0.01%
29,636
-993
604
$8.85M 0.01%
273,333
+68,230
605
$8.84M 0.01%
707,563
+252,792
606
$8.83M 0.01%
51,692
-5,507
607
$8.79M 0.01%
92,080
+426
608
$8.78M 0.01%
82,773
-7,395
609
$8.74M 0.01%
20,385
+1,619
610
$8.71M 0.01%
35,961
-7
611
$8.67M 0.01%
96,790
-16,502
612
$8.65M 0.01%
184,277
-22,631
613
$8.61M 0.01%
41,872
-366
614
$8.6M 0.01%
305,448
+45,049
615
$8.58M 0.01%
138,595
+12,033
616
$8.49M 0.01%
112,333
+2,430
617
$8.48M 0.01%
59,155
+330
618
$8.45M 0.01%
16,974
-598
619
$8.4M 0.01%
189,714
+5,743
620
$8.4M 0.01%
67,121
+1,024
621
$8.31M 0.01%
939,829
+339,807
622
$8.26M 0.01%
166,481
+27,353
623
$8.25M 0.01%
105,924
+7,348
624
$8.24M 0.01%
173,467
+3,329
625
$8.23M 0.01%
102,573
-17,308
23 24
25
26 27