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
1626
$795K ﹤0.01%
21,218
-4,871
1627
$795K ﹤0.01%
+13,151
1628
$793K ﹤0.01%
3,519
-72
1629
$792K ﹤0.01%
13,942
-1,074
1630
$791K ﹤0.01%
50,952
-395
1631
$789K ﹤0.01%
23,629
+3,149
1632
$782K ﹤0.01%
22,582
-587
1633
$777K ﹤0.01%
189,538
-750
1634
$775K ﹤0.01%
13,068
-1,069
1635
$773K ﹤0.01%
23,217
+178
1636
$769K ﹤0.01%
11,128
+3,139
1637
$768K ﹤0.01%
9,232
+1,489
1638
$766K ﹤0.01%
12,837
-1,680
1639
$766K ﹤0.01%
29,977
+1,160
1640
$757K ﹤0.01%
5,736
-40,420
1641
$756K ﹤0.01%
22,959
-2,663
1642
$754K ﹤0.01%
3,776
+913
1643
$753K ﹤0.01%
21,135
-6,113
1644
$753K ﹤0.01%
15,000
1645
$750K ﹤0.01%
5,713
-1,119
1646
$748K ﹤0.01%
3,804
-278
1647
$747K ﹤0.01%
3,314
+1,510
1648
$747K ﹤0.01%
5,299
-35
1649
$743K ﹤0.01%
62,298
+32,529
1650
$742K ﹤0.01%
83,152
+9,573
64 65
66
67 68