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
2526
$174K ﹤0.01%
40,000
2527
$172K ﹤0.01%
19,708
-1,596
2528
$171K ﹤0.01%
+26,452
2529
$169K ﹤0.01%
10,000
2530
$167K ﹤0.01%
10,376
2531
$167K ﹤0.01%
22,298
-581
2532
$166K ﹤0.01%
12,423
-25,900
2533
$164K ﹤0.01%
15,867
+2,007
2534
$156K ﹤0.01%
11,759
+827
2535
$155K ﹤0.01%
+11,880
2536
$154K ﹤0.01%
+10,009
2537
$154K ﹤0.01%
12,542
+1,127
2538
$152K ﹤0.01%
15,791
2539
$152K ﹤0.01%
15,867
+3,874
2540
$152K ﹤0.01%
+15,375
2541
$150K ﹤0.01%
21,003
+131
2542
$150K ﹤0.01%
+13,504
2543
$144K ﹤0.01%
+15,936
2544
$144K ﹤0.01%
+10,490
2545
$143K ﹤0.01%
16,059
+264
2546
$143K ﹤0.01%
17,793
2547
$142K ﹤0.01%
+17,419
2548
$140K ﹤0.01%
12,000
2549
$139K ﹤0.01%
11,814
2550
$139K ﹤0.01%
20,082
100 101
102
103 104