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
351
$26.1M 0.04%
555,126
+15,975
352
$25.8M 0.04%
259,488
-6,545
353
$25.8M 0.04%
432,625
+5,959
354
$25.8M 0.03%
61,054
+1,084
355
$25.7M 0.03%
482,160
+18,249
356
$25.7M 0.03%
390,551
-26,208
357
$25.7M 0.03%
73,202
-4,449
358
$25.5M 0.03%
144,250
-4,739
359
$25.4M 0.03%
245,246
-46,024
360
$25.4M 0.03%
285,854
+6,569
361
$25.4M 0.03%
1,313,802
+104,624
362
$25.4M 0.03%
325,953
-2,769
363
$25.1M 0.03%
268,138
+1,932
364
$25.1M 0.03%
161,677
+21,284
365
$24.9M 0.03%
356,632
-20,453
366
$24.7M 0.03%
95,138
-4,131
367
$24.3M 0.03%
537,184
+49,635
368
$24.3M 0.03%
192,740
+6,204
369
$23.9M 0.03%
329,994
-3,858
370
$23.6M 0.03%
242,079
+12,516
371
$23M 0.03%
416,022
+25,185
372
$22.9M 0.03%
168,701
-9,694
373
$22.8M 0.03%
227,728
+2,365
374
$22.7M 0.03%
427,284
+24,114
375
$22.6M 0.03%
83,537
-1,508
13 14
15
16 17