Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.4%
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
2501
– –
-9,248
2502
– –
-11,153
2503
– –
-66,020
2504
– –
-12,265
2505
– –
-24,420
2506
– –
-4,211
2507
– –
-17,240
2508
– –
-1,556
2509
– –
-30,014
2510
– –
-79,343
2511
– –
-20,103
2512
– –
-22,567
2513
– –
-9,141
2514
– –
-5,020
2515
– –
-4,555
2516
– –
-9,293
2517
– –
-7,159
2518
– –
-11,122
2519
– –
-15,450
2520
– –
-9,990
2521
– –
-11,307
2522
– –
-6,847
2523
– –
-12,979
2524
– –
-33,041
2525
– –
-5,426
99 100
101
102 103