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
526
$13.3M 0.02%
40,625
-5,980
527
$13.2M 0.02%
100,400
-13,644
528
$13.2M 0.02%
74,244
+10,367
529
$13.1M 0.02%
634,425
-22,062
530
$13.1M 0.02%
129,198
+107,529
531
$13M 0.02%
125,341
-13,064
532
$12.8M 0.02%
126,427
-1,214
533
$12.8M 0.02%
49,202
+80
534
$12.7M 0.02%
49,246
-1,998
535
$12.7M 0.02%
52,577
-9,115
536
$12.7M 0.02%
295,864
+9,636
537
$12.7M 0.02%
187,667
-20,695
538
$12.6M 0.02%
386,872
-10,195
539
$12.5M 0.02%
81,867
-26,275
540
$12.4M 0.02%
196,964
-276,694
541
$12.4M 0.02%
88,119
+10,046
542
$12.3M 0.02%
24,972
+4,990
543
$12.3M 0.02%
246,848
-14,598
544
$12.3M 0.02%
395,048
-11,252
545
$12.3M 0.02%
57,435
+705
546
$12.3M 0.02%
41,411
-26,637
547
$12.3M 0.02%
267,753
+14,321
548
$12.2M 0.02%
68,368
-16,694
549
$12.2M 0.02%
133,110
-1,530
550
$12.1M 0.02%
188,969
-44,939
20 21
22
23 24