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
676
$7.13M 0.01%
302,154
+1,939
677
$7.13M 0.01%
278,976
-19,833
678
$7.12M 0.01%
163,398
+3,268
679
$7.11M 0.01%
229,085
+8,858
680
$7.07M 0.01%
70,813
-11,527
681
$7.06M 0.01%
103,841
+1,504
682
$7.01M 0.01%
45,777
+10,336
683
$6.97M 0.01%
73,187
+7,582
684
$6.97M 0.01%
127,412
+15,865
685
$6.95M 0.01%
147,212
-1,344
686
$6.95M 0.01%
75,689
+5,594
687
$6.95M 0.01%
127,936
-6,240
688
$6.94M 0.01%
269,880
+24,759
689
$6.9M 0.01%
78,364
-15,434
690
$6.87M 0.01%
136,827
-26,915
691
$6.86M 0.01%
81,319
-4,112
692
$6.86M 0.01%
286,131
+2,261
693
$6.85M 0.01%
253,131
+1,066
694
$6.83M 0.01%
136,171
+33,565
695
$6.82M 0.01%
40,098
+609
696
$6.81M 0.01%
189,539
-100,107
697
$6.8M 0.01%
677,881
+19,362
698
$6.79M 0.01%
180,759
-21,996
699
$6.79M 0.01%
242,968
+23,182
700
$6.79M 0.01%
29,343
+314
26 27
28
29 30