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
876
$4.51M 0.01%
23,696
+4,288
877
$4.49M 0.01%
162,009
+788
878
$4.49M 0.01%
31,723
-9,943
879
$4.47M 0.01%
14,099
-131
880
$4.47M 0.01%
16,718
+492
881
$4.45M 0.01%
58,228
+4,956
882
$4.43M 0.01%
46,234
-977
883
$4.41M 0.01%
88,107
+24,375
884
$4.37M 0.01%
19,705
+95
885
$4.33M 0.01%
58,729
+30,372
886
$4.31M 0.01%
105,819
-4,293
887
$4.31M 0.01%
35,760
+355
888
$4.31M 0.01%
166,414
+5,377
889
$4.28M 0.01%
40,568
-29,376
890
$4.28M 0.01%
29,660
-399
891
$4.28M 0.01%
111,214
+372
892
$4.27M 0.01%
45,643
+9,544
893
$4.26M 0.01%
44,908
-13,264
894
$4.23M 0.01%
139,113
-96,552
895
$4.23M 0.01%
102,074
+44,975
896
$4.21M 0.01%
48,271
+2,876
897
$4.21M 0.01%
111,672
+89,255
898
$4.2M 0.01%
22,428
+395
899
$4.2M 0.01%
63,605
-9,756
900
$4.18M 0.01%
19,829
-309
34 35
36
37 38