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
376
$22.5M 0.03%
575,076
-74,820
377
$22.2M 0.03%
377,291
-7,925
378
$22.1M 0.03%
805,813
-2,114
379
$22.1M 0.03%
272,350
+771
380
$22M 0.03%
580,578
+19,071
381
$22M 0.03%
386,387
-8,567
382
$21.9M 0.03%
131,122
+10,476
383
$21.9M 0.03%
212,086
-15,355
384
$21.8M 0.03%
577,818
+38,474
385
$21.8M 0.03%
321,913
+13,910
386
$21.6M 0.03%
847,836
-8,792
387
$21.6M 0.03%
38,446
-503
388
$21.5M 0.03%
126,346
-45,498
389
$21.5M 0.03%
640,510
-53,354
390
$21.5M 0.03%
111,711
-20,295
391
$21.5M 0.03%
628,457
+366,947
392
$21.4M 0.03%
190,481
+1,698
393
$21.3M 0.03%
419,359
+47,919
394
$21.2M 0.03%
420,985
-80
395
$21.2M 0.03%
886,905
+598,759
396
$21.2M 0.03%
156,234
+1,612
397
$21.1M 0.03%
185,547
-147,306
398
$20.8M 0.03%
340,283
+2,310
399
$20.7M 0.03%
272,254
+14,116
400
$20.6M 0.03%
274,363
+266,518
14 15
16
17 18