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
101
$127M 0.2%
407,517
+78,184
102
$127M 0.2%
256,292
+8,200
103
$126M 0.2%
1,218,817
+100,723
104
$126M 0.2%
411,838
-41,045
105
$126M 0.2%
3,015,960
-106,085
106
$125M 0.2%
1,052,941
-24,090
107
$125M 0.2%
1,582,558
-2,303
108
$124M 0.2%
531,294
-17,657
109
$124M 0.2%
957,836
+40,167
110
$123M 0.2%
461,308
+14,769
111
$123M 0.2%
482,432
+2,575
112
$122M 0.2%
273,365
+1,497
113
$122M 0.19%
1,337,118
-101,052
114
$121M 0.19%
426,337
+88,496
115
$119M 0.19%
1,202,852
-18,915
116
$118M 0.19%
1,078,616
+18,069
117
$115M 0.18%
1,207,902
+10,837
118
$115M 0.18%
263,768
+14,072
119
$115M 0.18%
2,187,203
-62,570
120
$114M 0.18%
1,229,043
+37,944
121
$114M 0.18%
208,786
+560
122
$113M 0.18%
831,128
-22,873
123
$112M 0.18%
1,014,955
+299,694
124
$112M 0.18%
2,206,241
-7,805
125
$112M 0.18%
698,751
+117,279
3 4
5
6 7