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
626
$9.49M 0.01%
179,398
-7,269
627
$9.49M 0.01%
13,219
+2,575
628
$9.47M 0.01%
63,185
-164
629
$9.46M 0.01%
109,624
-9,546
630
$9.45M 0.01%
318,748
+4,063
631
$9.43M 0.01%
36,219
-7,529
632
$9.4M 0.01%
349,933
-50,261
633
$9.37M 0.01%
185,067
-5,382
634
$9.34M 0.01%
23,565
-8,487
635
$9.31M 0.01%
284,550
+7,868
636
$9.26M 0.01%
469,685
+20,815
637
$9.22M 0.01%
108,625
-6,528
638
$9.21M 0.01%
941,853
639
$9.17M 0.01%
4,797
-454
640
$9.09M 0.01%
63,262
+22,380
641
$9.08M 0.01%
50,974
+1,062
642
$9.02M 0.01%
30,369
-38
643
$9M 0.01%
106,728
-10,960
644
$9M 0.01%
90,957
+7,194
645
$9M 0.01%
43,483
-1,167
646
$8.99M 0.01%
227,476
+40,843
647
$8.96M 0.01%
258,587
+83,180
648
$8.94M 0.01%
244,610
+40,447
649
$8.9M 0.01%
90,040
-38,758
650
$8.89M 0.01%
111,424
+8,137
24 25
26
27 28