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
426
$18.7M 0.03%
433,709
+856
427
$18.6M 0.03%
64,630
-3,274
428
$18.6M 0.03%
1,075,973
-336,060
429
$18.5M 0.03%
379,972
-6,738
430
$18.5M 0.03%
130,699
-2,932
431
$18.4M 0.03%
323,463
+52,339
432
$18.4M 0.02%
192,568
-483
433
$18M 0.02%
1,062,214
+76,942
434
$17.9M 0.02%
113,423
-1,255
435
$17.7M 0.02%
919,250
+45,111
436
$17.7M 0.02%
218,866
-14,894
437
$17.6M 0.02%
160,364
-60,803
438
$17.6M 0.02%
273,951
+9,305
439
$17.6M 0.02%
193,825
-27,748
440
$17.5M 0.02%
93,400
-82,564
441
$17.5M 0.02%
218,476
-7,736
442
$17.4M 0.02%
9,731
+32
443
$17.4M 0.02%
81,062
-3,928
444
$17.4M 0.02%
88,754
-76,637
445
$17.4M 0.02%
1,623,485
-6,117
446
$17.3M 0.02%
156,870
-1,533
447
$17.3M 0.02%
18,187
-2,300
448
$17.3M 0.02%
102,932
-2,808
449
$17.2M 0.02%
109,622
+310
450
$17.1M 0.02%
293,151
+1,575
16 17
18
19 20