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
401
$20.5M 0.03%
86,038
-612
402
$20.4M 0.03%
477,775
+384,322
403
$20.4M 0.03%
4,751
-993
404
$20.3M 0.03%
177,485
+2,934
405
$20.1M 0.03%
256,725
+43,436
406
$20M 0.03%
824,837
-32,949
407
$19.9M 0.03%
235,408
+8,502
408
$19.9M 0.03%
170,531
+5,199
409
$19.8M 0.03%
786,165
-10,378
410
$19.8M 0.03%
156,168
-25,745
411
$19.8M 0.03%
117,328
+1,177
412
$19.7M 0.03%
748,428
-183,607
413
$19.7M 0.03%
158,417
+13,939
414
$19.7M 0.03%
32,270
-1,931
415
$19.7M 0.03%
972,915
-38,775
416
$19.5M 0.03%
215,808
-23,671
417
$19.5M 0.03%
57,698
+4,571
418
$19.3M 0.03%
60,708
419
$19.2M 0.03%
1,054,805
+23,896
420
$19.2M 0.03%
788,085
+38,580
421
$19.2M 0.03%
529,424
-77,974
422
$19.2M 0.03%
261,594
+29,709
423
$19.1M 0.03%
70,712
+5,773
424
$19M 0.03%
230,560
-50,193
425
$18.8M 0.03%
128,794
-13,527
15 16
17
18 19