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
2551
$138K ﹤0.01%
28,749
-22,602
2552
$138K ﹤0.01%
16,711
-18,614
2553
$137K ﹤0.01%
+13,664
2554
$130K ﹤0.01%
35,000
2555
$128K ﹤0.01%
20,955
+388
2556
$127K ﹤0.01%
18,556
2557
$126K ﹤0.01%
18,829
+2,543
2558
$125K ﹤0.01%
11,746
-8,705
2559
$124K ﹤0.01%
21,672
-5,924
2560
$123K ﹤0.01%
+10,104
2561
$120K ﹤0.01%
19,653
-561
2562
$119K ﹤0.01%
16,990
+560
2563
$119K ﹤0.01%
12,210
2564
$118K ﹤0.01%
13,117
-2,446
2565
$116K ﹤0.01%
13,085
2566
$115K ﹤0.01%
19,148
+13
2567
$114K ﹤0.01%
13,651
2568
$112K ﹤0.01%
16,343
-2,064
2569
$105K ﹤0.01%
27,065
2570
$104K ﹤0.01%
15,827
-6,244
2571
$102K ﹤0.01%
16,148
-9,995
2572
$101K ﹤0.01%
10,628
-115
2573
$100K ﹤0.01%
17,556
-22,500
2574
$97.9K ﹤0.01%
43,896
+27,829
2575
$97.5K ﹤0.01%
25,250
+10,250
101 102
103
104 105