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
951
$3.68M 0.01%
9,983
+2,593
952
$3.67M 0.01%
84,461
-19,291
953
$3.67M 0.01%
52,737
-6,014
954
$3.64M 0.01%
116,804
+5,872
955
$3.63M 0.01%
71,722
+7,716
956
$3.63M 0.01%
+137,787
957
$3.6M 0.01%
20,460
+173
958
$3.6M 0.01%
140,880
-4,030
959
$3.59M 0.01%
56,079
+2,586
960
$3.59M 0.01%
77,904
-16,664
961
$3.57M 0.01%
11,701
+1,424
962
$3.55M 0.01%
30,517
-13
963
$3.53M 0.01%
71,745
+17,387
964
$3.53M 0.01%
325,333
-3,760
965
$3.51M 0.01%
40,252
+3,996
966
$3.51M 0.01%
176,860
+15,673
967
$3.5M 0.01%
277,552
-24,505
968
$3.49M 0.01%
78,997
-76
969
$3.47M 0.01%
17,237
+80
970
$3.46M 0.01%
87,793
+41,493
971
$3.45M 0.01%
99,231
-746
972
$3.45M 0.01%
221,818
+60,426
973
$3.45M 0.01%
104,222
+10,953
974
$3.44M 0.01%
45,074
+15,036
975
$3.44M 0.01%
75,251
+4,003
37 38
39
40 41