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
826
$5.1M 0.01%
2,767
+8
827
$5.09M 0.01%
45,616
+1,038
828
$5.08M 0.01%
101,373
+9,051
829
$5.05M 0.01%
66,422
-7,093
830
$5.05M 0.01%
94,605
+735
831
$5.03M 0.01%
518,967
+23,375
832
$5.02M 0.01%
134,985
+1,069
833
$5.01M 0.01%
68,020
+3,936
834
$4.99M 0.01%
32,599
-1,116
835
$4.99M 0.01%
106,138
-17,359
836
$4.99M 0.01%
48,362
-4,436
837
$4.99M 0.01%
209,014
+10,608
838
$4.96M 0.01%
160,657
+17,205
839
$4.91M 0.01%
98,798
+19,628
840
$4.87M 0.01%
9,266
+2,695
841
$4.87M 0.01%
81,082
-6,579
842
$4.85M 0.01%
175,258
843
$4.84M 0.01%
27,954
-5,565
844
$4.82M 0.01%
83,927
+51,251
845
$4.81M 0.01%
134,906
+286
846
$4.8M 0.01%
48,410
+5,439
847
$4.79M 0.01%
181,069
+9,748
848
$4.78M 0.01%
21,136
-2,231
849
$4.77M 0.01%
141,135
-16,219
850
$4.77M 0.01%
21,961
+2,063
32 33
34
35 36