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Truist Financial

Truist Financial Portfolio holdings

AUM $74.1B
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
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
– –
-2,585
2527
– –
-89,308
2528
– –
-4,839
2529
– –
-12,230
2530
– –
-11,156
2531
– –
-1,752
2532
– –
-20,265
2533
– –
-4,335
2534
– –
-13,000
2535
– –
-10,610
2536
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-3,432
2537
– –
-6,256
2538
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-8,209
2539
– –
-2,772
2540
– –
-3,390
2541
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-14,000
2542
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-14,144
2543
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2544
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-5,576
2545
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-11,870
2546
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-20,011
2547
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-19,500
2548
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-11,161
2549
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-45,253
2550
– –
-6,027
100 101
102
103 104