Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.4%
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
2451
$14.7K ﹤0.01%
1,722
2452
$13.3K ﹤0.01%
10,000
2453
$12.6K ﹤0.01%
10,000
2454
$10.4K ﹤0.01%
36,667
2455
$10.2K ﹤0.01%
420
2456
$9.32K ﹤0.01%
+10,000
2457
$8.12K ﹤0.01%
11,673
2458
$6.54K ﹤0.01%
1,200
2459
$6.51K ﹤0.01%
16,000
2460
$6.45K ﹤0.01%
14,000
2461
$5.34K ﹤0.01%
595
2462
$3.65K ﹤0.01%
38,965
2463
– –
-3,590
2464
– –
-17,524
2465
– –
-26,618
2466
– –
-5,270
2467
– –
-7,674
2468
– –
-14,267
2469
– –
-137,869
2470
– –
-15,622
2471
– –
-11,161
2472
– –
-6,056
2473
– –
-116,522
2474
– –
-2,107
2475
– –
-7,779
97 98
99
100 101