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
76
$169M 0.27%
2,823,309
+405,235
77
$167M 0.27%
1,985,302
+109,635
78
$166M 0.27%
576,278
+56,443
79
$160M 0.26%
1,043,494
+12,502
80
$157M 0.25%
231,179
+3,111
81
$156M 0.25%
2,178,385
+1,153,041
82
$154M 0.25%
1,149,939
-45,141
83
$151M 0.24%
1,694,994
+1,120,395
84
$150M 0.24%
5,317,318
+195,998
85
$149M 0.24%
271,093
-3,486
86
$148M 0.24%
1,260,419
+551,089
87
$148M 0.24%
2,431,752
-79,003
88
$147M 0.23%
2,023,870
-43,115
89
$146M 0.23%
3,218,705
+1,135,861
90
$146M 0.23%
562,717
+25,452
91
$145M 0.23%
534,782
-16,453
92
$143M 0.23%
1,830,654
-71,054
93
$143M 0.23%
2,811,359
+187,510
94
$140M 0.22%
30,461
+892
95
$138M 0.22%
653,774
-10,548
96
$133M 0.21%
424,463
-14,312
97
$132M 0.21%
1,757,747
+136,185
98
$131M 0.21%
769,553
+95,786
99
$130M 0.21%
382,485
+19,790
100
$129M 0.21%
382,390
+12,567
2 3
4
5 6