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
301
$33.7M 0.05%
299,642
-6,469
302
$33.4M 0.05%
284,935
-4,558
303
$33M 0.04%
372,963
-18,166
304
$32.8M 0.04%
478,644
+2,798
305
$32.6M 0.04%
612,996
+62,651
306
$32.3M 0.04%
836,345
-22,284
307
$32M 0.04%
253,861
+39,547
308
$31.9M 0.04%
124,440
+5,676
309
$31.4M 0.04%
72,762
-880
310
$30.9M 0.04%
179,024
-8,256
311
$30.6M 0.04%
363,763
+4,653
312
$30.4M 0.04%
415,123
+32,557
313
$30.3M 0.04%
373,126
+35,660
314
$30.1M 0.04%
300,681
+22,974
315
$30M 0.04%
428,276
+845
316
$29.9M 0.04%
444,544
-66,488
317
$29.8M 0.04%
241,021
-21,260
318
$29.8M 0.04%
215,623
-28,353
319
$29.8M 0.04%
651,432
+161,728
320
$29.7M 0.04%
228,641
-4,031
321
$29.6M 0.04%
1,070,710
-57,793
322
$29.5M 0.04%
680,372
+28,540
323
$29.5M 0.04%
37,672
-17,046
324
$29.5M 0.04%
95,823
+913
325
$29.4M 0.04%
687,855
+1,552
11 12
13
14 15