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
$73.8B
AUM Growth
+$5.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,781
New
Increased
Reduced
Closed

Top Buys

1
+$437M
2
+$219M
3
+$114M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$108M
5
LRCX icon
Lam Research
LRCX
+$96.7M

Top Sells

1
+$180M
2
+$94.5M
3
+$91.8M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$78.2M
5
CMS icon
CMS Energy
CMS
+$71.4M

Sector Composition

1 Technology 15.09%
2 Financials 7.82%
3 Industrials 4.94%
4 Consumer Discretionary 4.88%
5 Healthcare 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$213K ﹤0.01%
2,468
-303
2477
$212K ﹤0.01%
5,256
-28
2478
$212K ﹤0.01%
+21,309
2479
$212K ﹤0.01%
15,923
+1,739
2480
$212K ﹤0.01%
+7,449
2481
$211K ﹤0.01%
100,000
2482
$210K ﹤0.01%
+4,208
2483
$210K ﹤0.01%
9,395
-629
2484
$208K ﹤0.01%
+10,139
2485
$208K ﹤0.01%
+7,467
2486
$208K ﹤0.01%
+4,719
2487
$208K ﹤0.01%
+10,990
2488
$208K ﹤0.01%
+3,819
2489
$208K ﹤0.01%
15,828
+329
2490
$206K ﹤0.01%
+6,559
2491
$206K ﹤0.01%
+2,958
2492
$205K ﹤0.01%
+3,887
2493
$205K ﹤0.01%
+5,505
2494
$205K ﹤0.01%
+18,210
2495
$205K ﹤0.01%
+4,029
2496
$204K ﹤0.01%
+2,859
2497
$204K ﹤0.01%
+2,946
2498
$203K ﹤0.01%
+2,770
2499
$203K ﹤0.01%
+2,138
2500
$203K ﹤0.01%
+1,775
98 99
100
101 102