Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$150M
2
+$111M
3
+$86.7M
4
WFC icon
Wells Fargo
WFC
+$86.6M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$70.8M

Top Sells

1
+$172M
2
+$113M
3
+$107M
4
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$105M
5
ADI icon
Analog Devices
ADI
+$99.6M

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
2476
– –
-3,506
2477
– –
-10,538
2478
– –
-5,277
2479
– –
-3,796
2480
– –
-5,708
2481
– –
-10,100
2482
– –
-3,590
2483
– –
-17,524
2484
– –
-26,618
2485
– –
-24,420
2486
– –
-4,211
2487
– –
-30,014
2488
– –
-20,103
2489
– –
-22,567
2490
– –
-2,585
2491
– –
-89,308
2492
– –
-4,839
2493
– –
-12,230
2494
– –
-11,156
2495
– –
-1,752
2496
– –
-3,705
2497
– –
-2,395
2498
– –
-2,781
2499
– –
-7,987
2500
– –
-11,718
98 99
100
101 102