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
2601
$30.1K ﹤0.01%
10,000
2602
$26.8K ﹤0.01%
+10,900
2603
$24.3K ﹤0.01%
10,000
2604
$21.3K ﹤0.01%
10,000
2605
$18.9K ﹤0.01%
14,000
2606
$15.3K ﹤0.01%
36,667
2607
$14.8K ﹤0.01%
10,000
-6,000
2608
$13.2K ﹤0.01%
63,667
2609
$12.6K ﹤0.01%
+12,500
2610
$5.57K ﹤0.01%
420
2611
$5.2K ﹤0.01%
+66,704
2612
– –
-82,741
2613
– –
-22,198
2614
– –
-13,057
2615
– –
-9,996
2616
– –
-15,820
2617
– –
-3,916
2618
– –
-7,426
2619
– –
-15,548
2620
– –
-10,319
2621
– –
-10,095
2622
– –
-15,916
2623
– –
-2,100
2624
– –
-1,904
2625
– –
-3,271
103 104
105
106 107