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
576
$11M 0.02%
214,247
+58,634
577
$11M 0.01%
77,031
+6,548
578
$11M 0.01%
174,651
+1,078
579
$11M 0.01%
144,645
-8,189
580
$10.9M 0.01%
180,700
-17,276
581
$10.9M 0.01%
55,386
-7,794
582
$10.9M 0.01%
72,963
+784
583
$10.9M 0.01%
88,759
+1,335
584
$10.9M 0.01%
36,440
-2,890
585
$10.8M 0.01%
120,145
-303
586
$10.8M 0.01%
56,574
-15,204
587
$10.8M 0.01%
126,873
-7,348
588
$10.7M 0.01%
81,839
-12
589
$10.6M 0.01%
80,566
+4,047
590
$10.6M 0.01%
81,214
-9,550
591
$10.6M 0.01%
71,658
-1,512
592
$10.6M 0.01%
281,818
-140,972
593
$10.5M 0.01%
717,060
-10,699
594
$10.5M 0.01%
35,044
-1,286
595
$10.4M 0.01%
286,358
+6,326
596
$10.3M 0.01%
57,823
+11,418
597
$10.3M 0.01%
358,800
-19,195
598
$10.3M 0.01%
359,662
+30,612
599
$10.3M 0.01%
59,520
+3,124
600
$10.2M 0.01%
44,982
-185
22 23
24
25 26