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
851
$4.77M 0.01%
57,064
+37,986
852
$4.75M 0.01%
12,439
-565
853
$4.74M 0.01%
156,439
+28,014
854
$4.74M 0.01%
18,659
-1,803
855
$4.73M 0.01%
40,940
-1,577
856
$4.72M 0.01%
69,664
+247
857
$4.68M 0.01%
323,736
+62,601
858
$4.68M 0.01%
144,493
+25,352
859
$4.68M 0.01%
7,603
-241
860
$4.68M 0.01%
165,302
-16,222
861
$4.67M 0.01%
48,667
+13
862
$4.67M 0.01%
77,506
-25,197
863
$4.64M 0.01%
30,798
+856
864
$4.6M 0.01%
57,085
+1,474
865
$4.6M 0.01%
109,226
-4,611
866
$4.58M 0.01%
+92,531
867
$4.56M 0.01%
44,595
-75
868
$4.55M 0.01%
87,622
-5,001
869
$4.55M 0.01%
209,171
+8,662
870
$4.54M 0.01%
173,781
-19,576
871
$4.54M 0.01%
41,895
-1,636
872
$4.54M 0.01%
57,903
-25,167
873
$4.53M 0.01%
101,486
+1,997
874
$4.52M 0.01%
48,316
+13,260
875
$4.52M 0.01%
70,845
+13,392
33 34
35
36 37