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
476
$15.3M 0.02%
640,595
+46,661
477
$15.3M 0.02%
37,808
+17,820
478
$15.2M 0.02%
373,002
-17,744
479
$15.1M 0.02%
200,493
-8,378
480
$15.1M 0.02%
206,390
+11,534
481
$14.9M 0.02%
475,427
+121,027
482
$14.9M 0.02%
101,173
+9,677
483
$14.9M 0.02%
32,545
-1,761
484
$14.8M 0.02%
74,970
+2,504
485
$14.6M 0.02%
198,614
+13,120
486
$14.6M 0.02%
175,123
+602
487
$14.6M 0.02%
763,825
+51,194
488
$14.6M 0.02%
204,054
-33,397
489
$14.6M 0.02%
289,304
-73,723
490
$14.6M 0.02%
569,581
+34,590
491
$14.5M 0.02%
95,675
+790
492
$14.5M 0.02%
187,060
+681
493
$14.5M 0.02%
150,152
-3,611
494
$14.5M 0.02%
151,935
+5,674
495
$14.4M 0.02%
22,591
-3,863
496
$14.3M 0.02%
183,766
+1,461
497
$14.3M 0.02%
55,882
+2,188
498
$14.3M 0.02%
207,923
+5,258
499
$14.2M 0.02%
37,579
-369
500
$14.2M 0.02%
14,901
+627
18 19
20
21 22