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
51
$246M 0.39%
2,553,516
-91,339
52
$232M 0.37%
4,305,812
+677,832
53
$229M 0.37%
968,061
+25,900
54
$225M 0.36%
2,749,051
-4,100
55
$216M 0.35%
3,507,169
+1,048,891
56
$213M 0.34%
1,076,627
+12,138
57
$212M 0.34%
224,254
+6,919
58
$210M 0.34%
846,424
+35,362
59
$209M 0.33%
1,228,527
-10,302
60
$207M 0.33%
1,028,282
-460,880
61
$203M 0.33%
1,156,136
+23,502
62
$201M 0.32%
646,187
-2,208
63
$194M 0.31%
1,292,120
-9,809
64
$192M 0.31%
2,136,260
-1,211,541
65
$191M 0.31%
2,125,007
+968,637
66
$190M 0.3%
2,218,180
+145,230
67
$189M 0.3%
4,583,686
+24,277
68
$188M 0.3%
685,224
+52,458
69
$186M 0.3%
3,006,133
-135,923
70
$185M 0.3%
1,997,544
+96,020
71
$184M 0.29%
711,302
+2,505
72
$182M 0.29%
1,946,400
-680,600
73
$178M 0.28%
1,342,287
-71,440
74
$175M 0.28%
874,538
+45,508
75
$174M 0.28%
899,372
-24,258
1 2
3
4 5