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
2526
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-9,141
2527
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-5,020
2528
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-4,555
2529
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-6,056
2530
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-15,426
2531
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-7,683
2532
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-5,598
2533
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-9,293
2534
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-9,990
2535
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-11,307
2536
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-6,847
2537
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-12,979
2538
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-33,041
2539
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-5,426
2540
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-93,418
2541
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-12,357
2542
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-25,361
2543
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-2,534
2544
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2545
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2546
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-6,498
2547
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-10,000
2548
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-20,265
2549
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-4,335
2550
– –
-13,000
100 101
102
103 104