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
176
$67.6M 0.11%
276,344
-7,283
177
$67.2M 0.11%
205,485
+13,332
178
$66.9M 0.11%
159,312
+2,450
179
$66.4M 0.11%
300,837
+21,681
180
$65.8M 0.11%
1,301,502
+108,611
181
$64.8M 0.1%
130,229
-6,419
182
$64.4M 0.1%
239,544
-264
183
$63.5M 0.1%
521,369
-32,062
184
$63.5M 0.1%
371,527
+31,184
185
$62.6M 0.1%
117,384
+4,707
186
$62.2M 0.1%
423,663
+23
187
$62M 0.1%
1,131,315
+83,163
188
$61.9M 0.1%
589,767
-99,198
189
$60.9M 0.1%
2,051,310
+545,149
190
$60.9M 0.1%
498,949
+21,071
191
$60.6M 0.1%
1,358,615
-17,438
192
$60.3M 0.1%
1,038,871
+108,970
193
$60.2M 0.1%
374,788
+2,534
194
$59.5M 0.1%
1,001,054
+269,772
195
$58.3M 0.09%
263,782
+5,160
196
$58.2M 0.09%
991,964
-120,629
197
$57M 0.09%
972,991
+130,447
198
$56.7M 0.09%
1,110,508
+80,162
199
$56.6M 0.09%
358,242
+18,066
200
$56.2M 0.09%
237,401
-3,395
6 7
8
9 10