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
201
$56.1M 0.09%
1,520,014
-162,072
202
$56M 0.09%
185,283
-5,828
203
$55.7M 0.09%
1,811,343
+51,646
204
$55.5M 0.09%
90,465
-5,730
205
$55.3M 0.09%
742,822
+70,683
206
$54.7M 0.09%
918,340
-10,376
207
$54.1M 0.09%
1,235,134
-91,028
208
$54.1M 0.09%
429,707
-4,976
209
$53.7M 0.09%
1,022,434
-234,558
210
$53.2M 0.09%
150,896
-9,922
211
$52.3M 0.08%
560,105
-29,663
212
$51.9M 0.08%
705,491
+461,568
213
$51.7M 0.08%
762,100
-54,782
214
$51.3M 0.08%
206,987
+24,159
215
$51M 0.08%
569,323
-94,548
216
$51M 0.08%
891,711
+73,211
217
$50.5M 0.08%
629,051
-43,722
218
$50.2M 0.08%
380,118
+24,126
219
$49.8M 0.08%
1,747,091
-19,390
220
$49.7M 0.08%
291,395
+465
221
$49.5M 0.08%
858,957
+29,292
222
$49.2M 0.08%
276,478
-59,941
223
$49.1M 0.08%
73,030
+2,243
224
$49.1M 0.08%
1,555,564
+1,499,733
225
$48.1M 0.08%
1,644,334
-322,984
7 8
9
10 11