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
776
$5.63M 0.01%
19,875
-202
777
$5.62M 0.01%
86,404
-17,700
778
$5.59M 0.01%
90,445
-12,399
779
$5.58M 0.01%
+195,491
780
$5.58M 0.01%
46,686
+1,276
781
$5.58M 0.01%
68,785
-2,851
782
$5.57M 0.01%
28,556
-548
783
$5.54M 0.01%
+263,984
784
$5.5M 0.01%
206,334
-40,765
785
$5.5M 0.01%
133,568
-2,117
786
$5.5M 0.01%
49,993
+5,176
787
$5.47M 0.01%
96,643
-2,466
788
$5.47M 0.01%
401,069
+1,096
789
$5.46M 0.01%
13,003
-2,300
790
$5.45M 0.01%
153,377
-8,884
791
$5.45M 0.01%
141,863
-27,545
792
$5.44M 0.01%
81,762
-882
793
$5.41M 0.01%
61,891
+10,418
794
$5.41M 0.01%
75,796
-5,675
795
$5.41M 0.01%
40,725
-1,511
796
$5.39M 0.01%
102,921
+46,173
797
$5.37M 0.01%
65,776
+3,571
798
$5.37M 0.01%
156,985
-4,854
799
$5.35M 0.01%
51,894
+9,697
800
$5.34M 0.01%
45,905
-4,282
30 31
32
33 34