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
626
$8.22M 0.01%
350,799
+1,975
627
$8.19M 0.01%
109,660
+3,355
628
$8.18M 0.01%
46,582
-1,329
629
$8.16M 0.01%
403,631
+25,106
630
$8.15M 0.01%
48,926
-873
631
$8.15M 0.01%
251,096
-14,508
632
$8.15M 0.01%
72,324
-30,074
633
$8.14M 0.01%
138,749
-5,795
634
$8.13M 0.01%
221,078
-48,886
635
$8.13M 0.01%
104,964
+7,003
636
$8.09M 0.01%
224,348
-19,942
637
$8.07M 0.01%
73,798
-6,469
638
$8.06M 0.01%
71,548
-492
639
$8.04M 0.01%
299,125
-17,050
640
$8.03M 0.01%
44,393
-4,498
641
$8.03M 0.01%
66,432
-45,578
642
$8.01M 0.01%
317,068
+4,082
643
$7.98M 0.01%
304,476
+873
644
$7.96M 0.01%
68,693
+9,807
645
$7.95M 0.01%
132,507
+41,532
646
$7.91M 0.01%
65,158
-1,593
647
$7.89M 0.01%
381,087
-23,405
648
$7.85M 0.01%
65,596
-5,448
649
$7.84M 0.01%
60,446
+283
650
$7.83M 0.01%
24,605
-1,155
24 25
26
27 28