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
2501
– –
-6,847
2502
– –
-12,979
2503
– –
-32,078
2504
– –
-5,426
2505
– –
-93,418
2506
– –
-12,357
2507
– –
-25,361
2508
– –
-2,534
2509
– –
-11,162
2510
– –
-11,373
2511
– –
-6,498
2512
– –
-10,000
2513
– –
-2,585
2514
– –
-89,308
2515
– –
-4,839
2516
– –
-12,230
2517
– –
-11,156
2518
– –
-1,752
2519
– –
-20,265
2520
– –
-4,335
2521
– –
-13,000
2522
– –
-10,610
2523
– –
-3,432
2524
– –
-6,256
2525
– –
-8,209
99 100
101
102 103