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
126
$112M 0.18%
1,265,857
+107,750
127
$110M 0.18%
410,351
-12,247
128
$109M 0.17%
428,572
+12,465
129
$109M 0.17%
223,970
+12,166
130
$109M 0.17%
1,525,169
+55,838
131
$107M 0.17%
386,199
+45,185
132
$107M 0.17%
483,898
+18,984
133
$107M 0.17%
1,454,685
-776,249
134
$106M 0.17%
307,709
-44
135
$100M 0.16%
1,676,167
+116,411
136
$99.9M 0.16%
3,572,321
+28,923
137
$99M 0.16%
467,325
+802
138
$97.4M 0.16%
160,224
+6,226
139
$96.5M 0.15%
915,114
-262,537
140
$96.3M 0.15%
1,578,323
-18,827
141
$96.1M 0.15%
314,523
-26,945
142
$94.9M 0.15%
498,057
+36,104
143
$93.7M 0.15%
2,797,009
+167,056
144
$91.4M 0.15%
114,793
+60,565
145
$91.2M 0.15%
628,626
+51,302
146
$90.4M 0.14%
741,561
-2,032
147
$90.1M 0.14%
193,563
+82,952
148
$89.4M 0.14%
164,912
+6,123
149
$88.6M 0.14%
1,131,265
-252,155
150
$88.1M 0.14%
360,865
-5,265
4 5
6
7 8