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
326
$29.4M 0.04%
154,928
-4,779
327
$28.7M 0.04%
677,137
+254,830
328
$28.7M 0.04%
1,064,169
-47,561
329
$28.3M 0.04%
212,561
+2,495
330
$28.1M 0.04%
970,808
+38,057
331
$27.8M 0.04%
585,007
+20,521
332
$27.8M 0.04%
533,163
+91,030
333
$27.7M 0.04%
147,355
-19,308
334
$27.6M 0.04%
121,039
+11,487
335
$27.3M 0.04%
100,099
-11,574
336
$27.2M 0.04%
576,811
-22,735
337
$27.2M 0.04%
1,117,102
-19,535
338
$27.2M 0.04%
82,539
-245
339
$27.1M 0.04%
189,625
-28,559
340
$26.9M 0.04%
32,557
-7,305
341
$26.9M 0.04%
582,345
+58,247
342
$26.8M 0.04%
223,465
+2,278
343
$26.7M 0.04%
319,443
-82,761
344
$26.6M 0.04%
760,907
+74,304
345
$26.5M 0.04%
323,426
-3,483
346
$26.5M 0.04%
123,461
+5,542
347
$26.5M 0.04%
36,817
+3,341
348
$26.2M 0.04%
119,434
+2,921
349
$26.2M 0.04%
704,925
+11,695
350
$26.2M 0.04%
292,079
+11,953
12 13
14
15 16