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
451
$17M 0.02%
221,820
-9,020
452
$17M 0.02%
103,355
+10,977
453
$16.8M 0.02%
388,908
-15,382
454
$16.8M 0.02%
125,694
+902
455
$16.7M 0.02%
371,615
+45,198
456
$16.7M 0.02%
247,922
+48,993
457
$16.6M 0.02%
72,430
-2,010
458
$16.6M 0.02%
384,492
-12,517
459
$16.6M 0.02%
254,977
+5,728
460
$16.5M 0.02%
482,239
+34,300
461
$16.5M 0.02%
101,455
-15,644
462
$16.4M 0.02%
228,452
-13,915
463
$16.3M 0.02%
23,371
-7,231
464
$16.2M 0.02%
46,783
-1,270
465
$16.2M 0.02%
184,135
-2,244
466
$16.1M 0.02%
200,968
+31,877
467
$16.1M 0.02%
311,714
+4,304
468
$15.9M 0.02%
+378,752
469
$15.9M 0.02%
67,392
-11,343
470
$15.9M 0.02%
60,842
-432
471
$15.8M 0.02%
146,804
-56,907
472
$15.7M 0.02%
1,205,770
-10,042
473
$15.5M 0.02%
302,510
+22,073
474
$15.5M 0.02%
218,167
+11,670
475
$15.4M 0.02%
82,099
+11,600
17 18
19
20 21