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
726
$6.39M 0.01%
49,501
-7,434
727
$6.38M 0.01%
134,177
+9,892
728
$6.36M 0.01%
38,276
+3,185
729
$6.31M 0.01%
408,656
-32,944
730
$6.29M 0.01%
170,002
-687
731
$6.29M 0.01%
279,881
-6,384
732
$6.27M 0.01%
291,991
+24,157
733
$6.25M 0.01%
102,987
+3,404
734
$6.22M 0.01%
154,388
+64,596
735
$6.22M 0.01%
18,448
-301
736
$6.19M 0.01%
133,406
+89,208
737
$6.17M 0.01%
160,522
+880
738
$6.15M 0.01%
150,253
-4,090
739
$6.14M 0.01%
47,091
-6,646
740
$6.11M 0.01%
24,690
+487
741
$6.11M 0.01%
60,254
+6,364
742
$6.1M 0.01%
135,165
+127,777
743
$6.1M 0.01%
119,862
+939
744
$6.1M 0.01%
86,888
+16,587
745
$6.08M 0.01%
154,632
-20,105
746
$6.07M 0.01%
57,391
+2
747
$6.06M 0.01%
69,760
+5,127
748
$6.05M 0.01%
147,566
-12,422
749
$6.03M 0.01%
149,166
+86,746
750
$6.01M 0.01%
149,495
+730
28 29
30
31 32