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
976
$3.42M 0.01%
152,156
-6,862
977
$3.42M 0.01%
53,292
-3,608
978
$3.41M 0.01%
28,895
-218
979
$3.41M 0.01%
52,838
-494
980
$3.39M 0.01%
26,323
+345
981
$3.38M 0.01%
167,043
+29,859
982
$3.38M 0.01%
94,396
+36,450
983
$3.38M 0.01%
11,013
+160
984
$3.38M 0.01%
36,892
-3,127
985
$3.37M 0.01%
46,451
+5,111
986
$3.36M 0.01%
17,300
+9,084
987
$3.35M 0.01%
149,435
+33,455
988
$3.34M 0.01%
15,918
+3,923
989
$3.34M 0.01%
43,441
+2,275
990
$3.32M 0.01%
20,708
-1,691
991
$3.32M 0.01%
19,162
-235
992
$3.31M 0.01%
29,300
-3,557
993
$3.3M 0.01%
29,732
+95
994
$3.3M 0.01%
125,177
-12,322
995
$3.3M 0.01%
45,387
+550
996
$3.3M 0.01%
62,202
+58,042
997
$3.3M 0.01%
62,014
+11,596
998
$3.27M 0.01%
9,688
-887
999
$3.26M 0.01%
106,722
-8,207
1000
$3.26M 0.01%
14,370
+1,131
38 39
40
41 42