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
1
$4B 6.4%
7,121,685
-151,710
2
$1.81B 2.9%
3,235,615
-78,553
3
$1.6B 2.56%
69,572,378
+2,615,659
4
$1.57B 2.51%
4,174,002
-25,617
5
$1.52B 2.43%
6,840,730
-463,117
6
$1.11B 1.78%
15,561,329
-154,616
7
$1.06B 1.7%
9,790,107
+280,245
8
$1.05B 1.68%
2,040,819
+34,455
9
$823M 1.32%
10,883,707
+2,005,829
10
$808M 1.29%
4,247,163
+57,016
11
$773M 1.24%
2,141,324
-30,245
12
$759M 1.21%
4,380,352
-186,493
13
$707M 1.13%
2,881,064
+10,099
14
$662M 1.06%
6,696,309
-412,206
15
$585M 0.94%
10,031,573
+692,022
16
$564M 0.9%
3,611,862
+30,326
17
$558M 0.89%
2,700,130
+44,841
18
$555M 0.89%
1,583,777
-13,640
19
$533M 0.85%
923,935
+22,693
20
$527M 0.84%
3,050,713
+51,383
21
$509M 0.81%
10,215,310
+193,818
22
$493M 0.79%
1,050,914
-6,054
23
$488M 0.78%
2,912,147
-3,176
24
$456M 0.73%
3,125,405
+32,056
25
$433M 0.69%
2,300,795
-200,559
1
2 3 4 5