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
151
$85.9M 0.14%
1,267,794
+136,317
152
$85.8M 0.14%
769,741
-1,914
153
$85.3M 0.14%
582,107
+21,350
154
$85.1M 0.14%
181,302
+36,420
155
$85M 0.14%
1,878,866
-16,325
156
$84.9M 0.14%
1,197,706
-40,301
157
$84.2M 0.13%
1,020,447
+5,867
158
$81.7M 0.13%
999,327
+49,119
159
$80.5M 0.13%
3,215,418
+208,626
160
$78.7M 0.13%
802,305
+17,089
161
$78.1M 0.12%
1,694,412
+92,116
162
$77.7M 0.12%
285,086
-13,378
163
$75.3M 0.12%
621,839
+26,060
164
$74.7M 0.12%
296,636
-1,250
165
$74M 0.12%
2,920,254
-50,714
166
$73.7M 0.12%
359,487
-20,634
167
$73.2M 0.12%
955,445
+41,241
168
$73M 0.12%
150,742
-8,369
169
$72.4M 0.12%
586,515
+13,232
170
$71.3M 0.11%
216,063
+5,842
171
$70.3M 0.11%
602,897
-28,332
172
$70.3M 0.11%
183,372
-2,024
173
$69.1M 0.11%
751,768
-15,185
174
$68.9M 0.11%
2,018,964
-20,845
175
$68.6M 0.11%
413,274
-8,189
5 6
7
8 9