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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
2576
– –
-7,330
2577
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-27,145
2578
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-1,929
2579
– –
-11,509
2580
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-13,837
2581
– –
-1,928
2582
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-1,000
2583
– –
-37,583
2584
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-5,277
2585
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-3,796
2586
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-5,708
2587
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-6,196
2588
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-28,602
2589
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-3,784
2590
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-3,618
2591
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2592
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-3,590
2593
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-17,524
2594
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2595
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2596
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-7,674
2597
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-14,267
2598
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-137,869
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