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
601
$10.2M 0.01%
43,409
+18,672
602
$10.1M 0.01%
4,329
-143
603
$10.1M 0.01%
123,842
-27,999
604
$10.1M 0.01%
82,264
-52
605
$10.1M 0.01%
125,658
+1,997
606
$10M 0.01%
207,907
+8,514
607
$10M 0.01%
188,446
+1,554
608
$10M 0.01%
21,018
-4,360
609
$10M 0.01%
191,285
+74,093
610
$9.99M 0.01%
52,727
+3,734
611
$9.95M 0.01%
355,570
+30,438
612
$9.92M 0.01%
106,677
+5,566
613
$9.91M 0.01%
355,269
-936
614
$9.91M 0.01%
403,326
-5,522
615
$9.9M 0.01%
214,110
+12,529
616
$9.79M 0.01%
35,983
+19,116
617
$9.77M 0.01%
64,769
+6,577
618
$9.75M 0.01%
31,443
+816
619
$9.74M 0.01%
316,221
+256,724
620
$9.72M 0.01%
+328,633
621
$9.67M 0.01%
227,804
-8,540
622
$9.65M 0.01%
196,853
+9,857
623
$9.59M 0.01%
80,005
-1,289
624
$9.57M 0.01%
43,897
+3,710
625
$9.5M 0.01%
16,203
-477
23 24
25
26 27