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
901
$4.17M 0.01%
33,340
+498
902
$4.17M 0.01%
186,018
-11,194
903
$4.17M 0.01%
257,744
+3,417
904
$4.14M 0.01%
43,963
+78
905
$4.12M 0.01%
152,563
-13,343
906
$4.11M 0.01%
64,489
-1,135
907
$4.08M 0.01%
116,920
-6,653
908
$4.07M 0.01%
17,080
-147
909
$4.07M 0.01%
75,883
+69,765
910
$4.06M 0.01%
124,460
+26,865
911
$4.05M 0.01%
32,603
+4,054
912
$4.04M 0.01%
41,971
-4,458
913
$4.04M 0.01%
96,423
+23,430
914
$4.02M 0.01%
241,883
-1,610
915
$4M 0.01%
10,808
+342
916
$3.99M 0.01%
87,763
-10,131
917
$3.99M 0.01%
56,143
+7,173
918
$3.98M 0.01%
43,203
+11,972
919
$3.96M 0.01%
90,160
-4,937
920
$3.95M 0.01%
24,552
-988
921
$3.94M 0.01%
193,400
-10,505
922
$3.94M 0.01%
48,317
+1,176
923
$3.91M 0.01%
1,778,818
+250,000
924
$3.91M 0.01%
50,658
-806
925
$3.91M 0.01%
44,910
-1,504
35 36
37
38 39