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
926
$3.9M 0.01%
35,286
-11,139
927
$3.9M 0.01%
295,426
-14,776
928
$3.9M 0.01%
8,984
+327
929
$3.9M 0.01%
17,414
+6,650
930
$3.9M 0.01%
140,312
-3,689
931
$3.89M 0.01%
20,570
+598
932
$3.88M 0.01%
156,566
+20,372
933
$3.88M 0.01%
60,808
-12,350
934
$3.84M 0.01%
169,719
+983
935
$3.82M 0.01%
48,154
-2,571
936
$3.81M 0.01%
36,148
-4,567
937
$3.78M 0.01%
45,232
+1,774
938
$3.78M 0.01%
37,613
+6,349
939
$3.77M 0.01%
72,472
-1,742
940
$3.76M 0.01%
73,943
-6,880
941
$3.72M 0.01%
8,688
-381
942
$3.71M 0.01%
43,084
-1,667
943
$3.7M 0.01%
21,146
+52
944
$3.7M 0.01%
17,880
-2,152
945
$3.69M 0.01%
63,319
+10,232
946
$3.69M 0.01%
408,200
+4,775
947
$3.69M 0.01%
96,628
+10,728
948
$3.68M 0.01%
31,500
-2,169
949
$3.68M 0.01%
44,588
-996
950
$3.68M 0.01%
48,531
-2,581
36 37
38
39 40