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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
2551
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2552
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-5,493
2553
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2554
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-2,467
2555
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-3,506
2556
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-10,538
2557
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2558
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-5,275
2559
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2560
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-2,610
2561
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2562
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2563
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2564
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2565
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2566
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2567
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2568
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2569
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2570
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2572
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2573
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2574
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2575
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