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
651
$8.87M 0.01%
216,887
+100,503
652
$8.86M 0.01%
201,353
+5,025
653
$8.86M 0.01%
165,914
-2,063
654
$8.78M 0.01%
27,140
-5,323
655
$8.77M 0.01%
25,412
-946
656
$8.75M 0.01%
75,444
-19,656
657
$8.73M 0.01%
22,368
-576
658
$8.7M 0.01%
183,165
-22,944
659
$8.69M 0.01%
152,008
+441
660
$8.6M 0.01%
109,616
+7,594
661
$8.52M 0.01%
115,902
+3,511
662
$8.51M 0.01%
221,082
+81,342
663
$8.5M 0.01%
47,578
-1,105
664
$8.5M 0.01%
40,594
-433
665
$8.5M 0.01%
79,711
-13,940
666
$8.47M 0.01%
102,395
+5,313
667
$8.46M 0.01%
205,716
+5,247
668
$8.43M 0.01%
97,224
-1,648
669
$8.43M 0.01%
175,600
+3,537
670
$8.43M 0.01%
1,028,129
+529,273
671
$8.41M 0.01%
183,972
-4,679
672
$8.38M 0.01%
437,816
+47,663
673
$8.35M 0.01%
40,671
-118
674
$8.33M 0.01%
359,933
+12,112
675
$8.32M 0.01%
+270,819
25 26
27
28 29