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
2576
$96.3K ﹤0.01%
15,000
2577
$92.4K ﹤0.01%
33,000
2578
$86.7K ﹤0.01%
16,394
+4,098
2579
$81K ﹤0.01%
15,952
+1,007
2580
$76.6K ﹤0.01%
20,000
2581
$74.5K ﹤0.01%
15,090
2582
$74.2K ﹤0.01%
+16,282
2583
$73.1K ﹤0.01%
23,875
2584
$71.6K ﹤0.01%
10,947
2585
$70.9K ﹤0.01%
10,437
2586
$70.4K ﹤0.01%
11,264
+570
2587
$69.9K ﹤0.01%
14,200
+136
2588
$68.9K ﹤0.01%
+11,750
2589
$66.8K ﹤0.01%
+10,000
2590
$66.7K ﹤0.01%
13,164
-3,080
2591
$64.9K ﹤0.01%
16,684
+3,357
2592
$63.5K ﹤0.01%
+11,115
2593
$57.9K ﹤0.01%
27,445
+3,261
2594
$46.4K ﹤0.01%
+10,200
2595
$45.2K ﹤0.01%
+22,500
2596
$45.1K ﹤0.01%
10,000
2597
$41.2K ﹤0.01%
11,300
2598
$37.4K ﹤0.01%
40,000
-310,000
2599
$34.7K ﹤0.01%
11,673
2600
$31.5K ﹤0.01%
11,750
102 103
104
105 106