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
801
$5.32M 0.01%
517,365
-43,755
802
$5.32M 0.01%
145,653
+24,413
803
$5.31M 0.01%
58,417
-5,243
804
$5.3M 0.01%
16,020
+53
805
$5.28M 0.01%
221,303
+3,012
806
$5.25M 0.01%
72,775
+6,197
807
$5.25M 0.01%
30,481
-3,408
808
$5.25M 0.01%
70,250
-14,979
809
$5.22M 0.01%
72,117
+483
810
$5.22M 0.01%
22,434
-1,557
811
$5.22M 0.01%
65,761
-2,196
812
$5.22M 0.01%
130,697
+19,986
813
$5.21M 0.01%
33,724
+6,739
814
$5.21M 0.01%
157,951
-9,101
815
$5.21M 0.01%
92,499
-9,621
816
$5.21M 0.01%
28,907
-347
817
$5.19M 0.01%
8,808
-536
818
$5.18M 0.01%
46,041
+4,388
819
$5.17M 0.01%
280,969
-1,840
820
$5.17M 0.01%
14,096
-396
821
$5.16M 0.01%
62,661
+6,591
822
$5.15M 0.01%
135,914
-680
823
$5.12M 0.01%
30,582
+944
824
$5.12M 0.01%
283,736
-4,410
825
$5.1M 0.01%
64,924
-8,367
31 32
33
34 35