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
751
$6M 0.01%
165,150
+11,535
752
$5.99M 0.01%
64,727
+51,843
753
$5.97M 0.01%
45,344
-5,577
754
$5.97M 0.01%
166,149
-9,507
755
$5.96M 0.01%
153,446
+1,995
756
$5.96M 0.01%
531,047
-3,004
757
$5.94M 0.01%
45,917
+6,975
758
$5.89M 0.01%
107,277
-23,531
759
$5.88M 0.01%
+77,253
760
$5.88M 0.01%
53,136
+4,146
761
$5.84M 0.01%
45,686
-7,201
762
$5.84M 0.01%
10,227
+619
763
$5.84M 0.01%
122,706
-13,577
764
$5.84M 0.01%
129,534
+5,304
765
$5.81M 0.01%
73,915
-3,241
766
$5.73M 0.01%
91,355
-16,622
767
$5.73M 0.01%
171,495
+30,746
768
$5.73M 0.01%
99,472
-27,705
769
$5.71M 0.01%
118,298
-1,440
770
$5.69M 0.01%
131,159
-17,944
771
$5.68M 0.01%
72,896
-1,062
772
$5.68M 0.01%
37,192
-866
773
$5.68M 0.01%
40,692
+18,969
774
$5.66M 0.01%
132,148
+73,391
775
$5.64M 0.01%
149,922
+1,203
29 30
31
32 33