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
651
$7.79M 0.01%
151,888
+27,173
652
$7.79M 0.01%
13,775
-4,843
653
$7.79M 0.01%
53,449
-1,822
654
$7.78M 0.01%
186,221
+3,356
655
$7.71M 0.01%
121,534
-2,120
656
$7.66M 0.01%
164,171
+54,758
657
$7.56M 0.01%
330,349
+2,973
658
$7.56M 0.01%
58,281
-984
659
$7.55M 0.01%
65,293
-3,518
660
$7.55M 0.01%
81,603
+10,693
661
$7.54M 0.01%
114,883
+23,358
662
$7.53M 0.01%
51,116
+17,387
663
$7.51M 0.01%
59,081
-5,201
664
$7.49M 0.01%
35,283
-4,265
665
$7.41M 0.01%
23,025
+2,757
666
$7.37M 0.01%
190,333
+7,649
667
$7.35M 0.01%
164,208
+84,301
668
$7.3M 0.01%
142,730
+3,317
669
$7.29M 0.01%
176,263
+24,321
670
$7.29M 0.01%
102,056
-7,316
671
$7.27M 0.01%
49,762
+7,942
672
$7.24M 0.01%
145,594
+40,020
673
$7.24M 0.01%
72,054
+18,472
674
$7.23M 0.01%
186,484
-6,928
675
$7.16M 0.01%
89,457
-2,326
25 26
27
28 29