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
701
$6.76M 0.01%
186,164
+148,472
702
$6.75M 0.01%
103,262
+93,293
703
$6.73M 0.01%
63,479
-1,091
704
$6.73M 0.01%
+253,261
705
$6.73M 0.01%
87,685
-6,117
706
$6.73M 0.01%
32,737
+6,502
707
$6.72M 0.01%
258,728
+17,426
708
$6.69M 0.01%
121,354
-49,789
709
$6.65M 0.01%
248,669
+1,789
710
$6.65M 0.01%
59,473
-1,712
711
$6.62M 0.01%
64,420
-51,153
712
$6.61M 0.01%
189,260
-277,914
713
$6.6M 0.01%
13,562
+1,435
714
$6.57M 0.01%
164,513
-42,917
715
$6.56M 0.01%
81,262
-1,508
716
$6.54M 0.01%
50,130
-1,854
717
$6.52M 0.01%
208,698
+10,329
718
$6.45M 0.01%
158,601
+7,761
719
$6.44M 0.01%
204,537
+186
720
$6.44M 0.01%
12,385
+92
721
$6.43M 0.01%
21,900
+20,444
722
$6.42M 0.01%
18,370
-9,099
723
$6.41M 0.01%
67,176
+19,793
724
$6.41M 0.01%
37,216
-1,152
725
$6.4M 0.01%
74,429
-55,393
27 28
29
30 31